Wealth Management Services

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Our Wealth Management Offerings

Personalized Services

Your dedicated financial consultant can create an objective-based financial plan to help meet your goals.

Robo-Investing

Automated, low-cost investment strategy for your financial future.

Why Choose Us?

wealth management phone screen
  • Experienced, multi-lingual Financial Consultants with a deep understanding of your cultural background
  • Expertise in both personal wealth and business planning
  • Convenient access to your investment portfolio using our Online Banking¹

FAQs

Got questions? We have answers. Read the FAQs to learn more about what we offer. If you still get questions, contact us here and Financial Consultants are happy to talk to you.

1 To access your investment portfolio using our Online Banking, you must be enrolled in the Bank’s online banking service. Additional terms and conditions may apply. Globus Union does not charge for Mobile Banking. However, your mobile service provider may charge for sending and receiving text messages on your phone. Check with your service provider for details on specific fees and data charges that may apply.

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Investment products:

Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value

Are Not Insured by Any Federal Government AgencyAre Not Deposits

Check the background of this investment professional on FINRA's BrokerCheck.

© , Globus Union. All Rights Reserved.

FDIC Equal Housing Lender Equal Housing Lender

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC). Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.