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Contact Financial Advisor Tate Jones at 217-483-2491
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Financial Services

Commercial Retirement

Managing a corporation can be a demanding job and leave you with little time to plan for retirement. UCB Financial Services offers personalized retirement plan programs designed to assist business owners save for retirement. When designed appropriately, retirement plans can be a useful tool in recruiting and retaining superior employees for your business. UCB Financial Services can get you started with a retirement plan that's right for you, your business and your employees. Contact us at (217) 483-2491 to schedule a no-obligation introductory meeting today!

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  • SEP IRA Plan
  • Simple IRA Plan
  • 401(k) Plan

More Commercial Financial Services

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are: NOT deposits or obligations of the bank • NOT insured by bank insurance, the FDIC or any other governmental agency • NOT guaranteed by United Community Bank • Subject to risk, may lose value.  United Community Bank is independent of Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Check the background of this firm on FINRA's BrokerCheck