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UVEST Financial Services at M&S Bank
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At M&S Bank we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm. To view your brokerage account online, click here. To place discount trades click here. To learn more about these and other investment strategies, please contact our financial consultant Tom Porter at (352) 264-2982.
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Stocks & Bonds
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Business Retirement Plans
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Trust Accounts |
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Tax Advantaged Investments
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Retirement Planning
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Insurance Products |
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Mutual Funds
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Education Planning & 529 Plans
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Individual Retirement Accounts |
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Annuities
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Professional Asset Management
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Financial Planning |
Securities, insurance products and investment advisory services are offered by UVEST Financial Services, member FINRA/SIPC and a SEC Registered Investment Advisor. UVEST Financial Services and M&S Bank are independent entities.
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- Email comments and suggestions to the Online Teller at: teller@msbank.com
Member FDIC ● Equal Housing Lender
© M&S Bank, Gainesville, Florida
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