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Insurance Products  |  Retirement Accounts
Full Service Brokerage

It takes a great deal of time, research, energy, and expertise to develop and manage a successful ongoing financial plan. Maintaining a high-quality investment portfolio that continues to meet your financial objectives requires a large commitment by you. Our knowledgeable advisors will help you create a plan and put it into action. Supported by a full array of investment products and services and equipped with an extensive range of capital markets research, information, and trends, your advisor will be an active partner in helping you attain financial success.

Products
  • Stocks
  • Bonds
  • Mutual funds
  • Annuities Ð Fixed and Variable
  • Life and Key Man Insurance
  • Long Term Care Insurance
Services
  • Individual Retirement Accounts (IRAs)
  • Business Retirement Plans
  • College Investment Programs
  • Financial and Estate Planning
  • Portfolio Reviews
  • Private Trust & Capital Management

Discount Brokerage

For those customers who know how they want to invest their funds and/or those who are comfortable making investment decisions on their own, competitive discount brokerage services are available. The discount brokerage service allows you to buy and sell securities, at your discretion, and at reduced cost to full service brokerage services.

Products
  • Internet based
  • Competitive commission rates
Services
  • Toll-free telephone number

For more information or to open an account, please contact Glenn Dydak 610.272.0986 or glenn.dydak@uvestmail.com





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