Trust and Investments

• Investment Management
• Financial Consulting
• Trusts for Individuals
• Charitable Trusts
• Farm Management under Trust
• Estate Planning
• Business Succession Planning
• Escrows

Brokerage and Investments

• Investment Management
• Financial Consulting
• Stock and Bonds
• Mutual Funds

Retirement Plans-Design & Administration

• 401 (k)
• Profit Sharing
• Pension
• Simple, Roth and Regular IRA's
• Rollover IRA's

• 401 (k)
• Profit Sharing
• Simple, Roth and Regular IRAs
• Rollover IRA

Not FDIC Insured - Not Bank Guaranteed - May Lose Value

Independence Bank does not guarantee and is not responsible or liable for the failure of UVEST Financial Service+ products or services. Any warranties relating to UVEST Financial Services+ are provided exclusively by it and not Independence Bank.

Brokerage services are offered by UVEST Financial Services, Member FINRA, SIPC. UVEST and Independence Bank are independent entities.