Asset Management Group
UB 55 Checking Trust Services Consultation
Perhaps the best benefit of the UB 55 checking account is a complimentary Trust and Asset Management consultation. You've worked hard over your lifetime and now is the time to look to the future management, preservation, investment, and transfer of your assets.
Your consultation includes the services of a Union Bank Trust Consultant who will work with you to determine your ultimate goals and objectives. It includes estate, investment and retirement planning. By employing disciplined investment strategies that balance risk with careful diversification, Union Bank will help you develop a plan to manage your assets to your best advantage.