Your financial needs aren’t independent of each other and your financial advisors shouldn’t be either. Our experienced professionals are UNITED to serve YOU and your complete financial planning and wealth management needs. We work together to help you plan, build, grow, and protect everything that matters.
We provide complete Wealth Management solutions for
Personal Trust Services
Personal Trust services meet an ever-growing need for many, not just the wealthy or aging. If building financial security, protecting and providing for loved ones, or sustaining the causes you love are important to you, then you should consider trust services.
We have been providing high-quality, affordable trust services for generations, and have the experience, resources, and results to offer you a wide range of expertise in all types of trusts.
Our professionals help you organize and manage the assets you have worked hard to build and protect. Whether you are looking for trustee services, executor services, assistance with investments or management of farmland, our knowledgeable staff will work alongside you and your advisors to develop and implement a plan that will suit your needs, both present and future.
United Wealth Trust Services offers a full range of fiduciary services, including those listed below:
- Corporate Trustee & Executor Services
- Special Needs Trusts
- Estate Planning & Management
- Farmland Management
- Professional Investment Management
- Living, Charitable, Life Insurance & Land Trusts
- Guardianships and More
Business Trust Services
Trust services are not just for personal finances. Businesses of all types and sizes can benefit greatly from a wide variety of trust services. We offer a complete range of business planning and financial management services to help small businesses, corporations, institutions, and not-for-profit organizations succeed.
Our Business Trust Services include:
- Business Trusts
- Institutional Custody Services
- Business Succession Planning
- Endowment Management Services
Our experienced trust professionals work with business owners, boards of directors, and management teams to understand their options, meet their objectives and achieve success. To learn how United Wealth Trust Services can help your business, contact us today at 217-223-7676.
Investment Services provided by our United Wealth Raymond James Financial Services Advisors can not only help you narrow down the choices that best fit your financial goals, but also provide you with timely, comprehensive research and the expertise needed to help you create a customized plan that’s right for you, your family, and your business.
Our wide range of investment services include:
- Retirement Planning & Accounts
- Education & College Planning
- Financial Planning & Portfolio Development
- Asset Management & Estate Collaboration
- Insurance & Risk Management
- Employee Retirement Plans & Benefits
- Institutional Investment Management
- Corporate & Public Finance
We put you, your needs, your goals, and your concerns first and help you bring them all together with a plan
that is...Your Wealth, United!
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by FDIC, any other government agency or any other financial institution insurance, are not deposits or obligations of Liberty Bank, are not guaranteed by Liberty Bank, and are subject to risks, including the possible loss of principal. Liberty Bank and United Wealth Financial Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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