Our First United Investment Services can create an investment plan just for you or we can evaluate your current investment plan, assess your progress toward important goals such as retirement and college savings and realign your portfolio, if needed.
If you have married, remarried, or divorced - or welcomed a new member to the family - we can make certain your plan accounts for the obligatory beneficiary changes or discuss college planning. Changes in employment or caring for an elderly parent can also affect your investment plan.
Its important to review your investment portfolio periodically and make sure that your current asset allocation is aligned with your goals and risk tolerances.
Our professionals work for you with your best interest in mind.
Member FINRA/ SIPC
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First United Bank & Trust and First United Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First United Investment Services, and may also be employees of First United Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First United Bank & Trust or First United Investment Services. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value