Financial Planning

St. Mary's Financial Services offers financial planning and investment services to our members.

ADVICE
Get advice on a full range of financial matters, from retirement planning to mutual fund investments. In addition to full-service brokerage, we offer research and analysis services and investment management and trust accounts. Business planning services can help employers set up employee pensions, 401(k) plans and more.

WORKING TOGETHER FOR YOU
Through our alliance with UVEST Financial Services, our clients have access to a wide variety of financial and wealth management strategies, including services such as retirement and education planning, a range if investment products from individual stocks and bonds to mututal funds, annuities, and insurance and long-term care. We have selected our partner carefully to ensure that we bring you the best products and services available with a focus on common-sense investment strategies.

START MAKING YOUR DREAMS A REALITY
Contact Jack Crane at 629-1524 or jack.crane@uvestmail.com to set up an appointment today.

"FINANCIAL FOCUS" NEWSLETTER
Read the latest issue of "Financial Focus" here, or sign up to receive it in your e-mail inbox by clicking here.

Securities are offered by UVEST Financial Services, Member FINRA, SIPC. Investment Advisory Services are offered by UVEST Financial Services, an SEC registered investment advisor. UVEST and St. Mary's Bank are independent entities. UVEST financial consultants do not offer tax advice. For tax advice please refer to a qualified tax proffesional. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.