Our Qualifications

Our team at UPSB Financial Services are licensed through LPL Financial and trained in areas of financial and protection planning for both the business person and the individuals we serve. With over 15 years spent on perfecting our current service model and communicating the value in that model have provided us with that same strong reputation that our bank has enjoyed for a century now. Our partner LPL Financial Services leads their industry in both size and expertise and we rely heavily on that knowledge and research in forming our financial plans.