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

Small Business Retirement

Being a small business owner usually means putting the customer and your business first which leaves little time to plan for your retirement. At UCB Financial Services, we understand the time constraints and dedication of small business owners. Our experienced Financial Advisor can help you establish a high-quality, comprehensive retirement plan designed to ensure you have the type of retirement you deserve. Our broad range of investment services can help you manage your wealth, grow your investment opportunities, or preserve and protect the benefits of your success. Contact us at (217) 483-2491 to schedule a no-obligation introductory meeting today!

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  • IRAs
  • SEP IRA Plans
  • Simple IRA Plans

More UCB Small Business 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