UB&T and Financial Services Merge

Union Bank & Trust Company (UB&T) and Financial Services Center are pleased to announce a merger. The newly combined team of investment, trust and insurance is now called UB&T Financial Services.

UB&T has served south central Wisconsin for more than a century and started offering trust services in 1940. The Financial Services Center, Inc. began its relationship with Union Bank & Trust Company in 1999.

The merger of these two well-respected companies means customers will have greater access to more resources. The team, with more than 100 years of combined experience, will provide an enhanced overall client experience.

Products Offered

  • Traditional & Roth IRA’s
  • Fixed, Indexed, & Variable Annuities
  • 401K, SEP & Simple IRA Plans
  • Stocks, Bonds, & Mutual Funds
  • REITs (Real Estate Investment Trusts
  • Life Insurance (Term, Whole, Universal)
  • Medicare Supplement Insurance
  • Disability & Long Term Care Insurance
  • College Savings Plans

Services:

    • Professionally Managed Portfolios
    • Payroll & 401K Plans for Businesses
    • Seminars & Workshops
    • 401K Rollover Specialists
    • Estate & Trust “Strategy Planning”
    • Retirement Income Planning