Emeralda Marsh in Lisbon at Sunset

Products

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Products We Utilize

We offer products in branches

  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA     
  • Fee-based managed accounts
  • Mutual Funds
  • Closed End Funds
  • Exchange-traded funds (ETFs)
  • Equities/stocks
  • Municipal Bonds
  • Corporate Bonds
  • Annuities
  • Life Insurance
  • Educational 529 plans
  • Unit Investment Trusts

To discuss investment options, make an appointment with one of our Team

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. United Southern Bank and USB Investment Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using USB Investment Management and may also be employees of United Southern Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Southern Bank or USB Investment Management.

Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Contact Our Team!

USB Investment Management  team is ready to serve you in many different ways. Contact us today!

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If you wish to leave behind a lasting legacy, you need to put a well-thought-out Estate Plan in place, so your legacy is established in accordance with your wishes.

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We have broad investment expertise in managing diversified portfolios and recommending direct investments, where appropriate.

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Our Investment Planning service is based on these simple facts: Market timing doesn’t work! Creating and preserving wealth needs diversification!