Investments

UVEST performs due diligence research on all of the investment choices we offer. Because of the numerous choices available, UVEST carefully examines the options and then provides our representatives with a list of approved investments. Our goal is to provide our representatives with enough choices to meet the needs of any customer.

Customers have access to mutual funds, annuities, and separately managed accounts, from some of the most well known names in the industry. Our research, combined with the skills of the representative, will help you develop an investment portfolio that is right for you.

Can UVEST help me with ALL my investment needs?
Your representative has the ability to offer a comprehensive package of services and investment products to meet the various needs of each individual investor. Because many of these investments involve more complex strategies, your choice of advisors is an essential ingredient to your ultimate satisfaction. Your financial institution and UVEST have ensured that your representative will be able to offer you all you will need to meet your investment goals. From comprehensive financial planning to professional money management, we have a variety of choices, and our representative will work closely with you to determine which products and services best meet your needs.

About Financial Planning
One of the most valuable services we offer is comprehensive financial planning. The plan can be used to focus on college education funding, tax reduction strategies, or retirement planning.

This comprehensive approach allows your representative to identify your specific financial goals and design a plan to help you achieve them. The representative is trained to listen to your concerns and understand your needs. Through this conversation, you and the representative examine your complete financial picture, resulting in a personal investment plan that is right for you. The focus is always on the customer, and that means you can count on solid, objective advice and a concentration on long-term investment strategies.

T. Vance Walker, AWMA, Financial Advisor,Director of Investment Services
904.475.8261 | 800.443.2664 | email vance.walker@uvestmail.com

Securities, investment advisory services and insurance products offered through UVEST Financial Services and its affiliates, member FINRA/SIPC and a SEC registered investment advisor. UVEST Financial Services representatives do not provide tax advice. UVEST and Jax Federal Credit Union are independent entities.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

UVEST Financial Consultants do not offer tax advice. For tax assistance please refer to your accountant or other tax professional.