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
Check the background of this firm on:
FINRA's BrokerCheck
Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. The value of the investment may fluctuate, the return of the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, GA, IL, LA, KS, KY, MD, MI, MO, MT, NC, OH, OK, OR, PA, SD, TN, TX, UT, WA, WI, WV.
First United Bank and the Wealth Management Group are not registered broker/dealers and are not affiliated with LPL Financial.