UnionBanc Investment Services Our priorities are your priorities Connect with us FINRA BrokerCheck UBIS Form CRS Sound investments begin with sound advice. Choose wisely and partner with a UnionBanc Investment Services® Financial Advisor. Helping you prepare The right investment strategy can be the difference between having a goal and achieving it. Whether you’re preparing for retirement or other life goals, trust our Financial Advisors to design a strategy to help you get there. DID YOU KNOW 42% of Americans have less than $10,000 saved for retirement.1 Plan for retirement Whether you’re just beginning to save, approaching retirement, or somewhere in between, our Financial Advisors will create an investment strategy you can feel confident about. Learn more Save for college The earlier you start saving for college, the more prepared you’ll be when it’s time to pay tuition. See how contributing to a tax-advantaged investment plan can make a significant difference. Learn more Protect what matters most A sound financial plan includes preparing for the unexpected. Protect what you’ve worked so hard to achieve with an insurance strategy uniquely tailored to your specific needs. Learn more Explore your investment options UnionBanc Investment Services has access to a wide variety of investment options—from mutual funds and exchange-traded funds (ETFs) to fixed-income products and annuities—and the guidance to help you choose what’s right for you. Learn more Popular accounts Managed Accounts With a Managed Account, you’ll receive ongoing advice from your Financial Advisor who will implement your investment strategy based on your goals and objectives. You pay a single fee based on the amount of assets managed. Learn more Brokerage Accounts With a Brokerage Account, you can invest in a variety of investment types, such as mutual funds, fixed securities, exchange-traded funds, and annuities. You typically pay a commission based on each transaction. Learn more Individual Retirement Accounts (IRAs) One of the more popular ways to save for retirement is through an Individual Retirement Account that offers a number of tax benefits. Choose from several options to find the right one for you. Learn more Meet with a Financial Advisor The key to meeting your financial goals is having the right partner. Let us introduce you to your UnionBanc Investment Services Financial Advisor. Get started Please refer to our Terms & Disclosures Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License No. 0817733. Non-deposit investment and insurance products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers. GoBankingRates 2018 Retirement Savings survey ABOUT UNION BANK Careers News About us Corporate profile Diversity and culture Corporate social responsibility Contact us FDIC insurance information PRODUCTS Personal Business Commercial The Private Bank HELP Learning center Verification requests LIBOR update Accessibility Terms of use Privacy and security California: privacy Do Not Sell My Personal Information Sitemap LANGUAGE Japanese services 日本語ページ FOLLOW US LOCATE A BRANCH To find your nearest branch, enter your zip code below. © 2021 MUFG Union Bank, N.A. All rights reserved. Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A.