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Investment Management

You have many choices for how you invest your savings - but with thousands of products and services, how do you know which ones will work the hardest to meet your needs? Our First United Wealth Management professionals 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 making the most of your money without undue risk.

Our professionals work for you with your best interest in mind.

Securities and Insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC

The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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