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FINANCIAL SERVICES

 

Understanding Todays Unique Financial Environment

At UFirst Financial Services, we understand the unique circumstances that people face as they prepare for retirement. Our team of knowledgeable financial advisors can help take the mystery out of financial planning and create wealth management tools for your future. Whether it’s investing in traditional retirement accounts, building assets for your family, or preparing for unforeseen events, our personalized products are tailored to fit your individual needs and long-term goals.

For more information on how to plan your wealth management goals and investment accounts, visit with our team of finance professionals in person.

Learn More Contact Financial Advisors 

 

PRODUCTS & SERVICES

We provide assistance in the following areas:

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance


YOUR FINANCIAL ADVISORS

UCU Financial Advisor Brett Leonhardt

Brett Leonhardt

Financial Advisor

UCU Financial Advisor Michael Stringham

Michael Stringham

Financial Advisor

 

 

Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRASIPC. Cetera is under separate ownership from any other named entity.
Securities and insurance products are: Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by a federal government agency.

Locations near you

Branches & ATMs