Retirement
With UVEST and Jax Federal Credit Union, retirement plan investing is a way to help you achieve your long term financial goals, whether you are running a business or taking care of your own personal needs.
UVEST offers a wide range of retirement plan investments for establishing a plan for your employees or taking care of your personal retirement.
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.
| Not NCUA Insured | Not Credit Union Guaranteed | May Lose Value |
| Not a Credit Union Deposit | Not Guaranteed by Any Government Agency | |
