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  • Our Commitment

    Over 5,000 teammates committed to doing it right, obsessing over the customer and tirelessly innovating to make a real difference. We find new ways to deliver financial opportunity — no matter how you define it. Do Right. Sincere respect for each other, our customers and communities we serve. Do for others what we expect of ourselves, with a collective desire to improve things and a genuine understanding of what really matters to customers. Obsess Over the Customer. Fierce dedication to putting our customers at the center of everything we do. Driven to ensure that every interaction is extraordinary, with our sole focus being what’s best for our customers and their financial well-being. Tirelessly Innovate. Constantly creating and reinventing with the singular purpose of making a real difference for our customers.

  • investing with personal guidance

    Know you need to invest, but need a little help, our Advisors gives you a simple way to invest

  • Insight & Experience

    In today's increasingly complex, global economy, having the right tools and information to help you make informed investment decisions is critical. So is having a trusted advisor who can help connect your portfolio to investment opportunities – whether they appear around the block or around the world. An standardunioncb Securities financial professional11 view footnote 1 can help you take a careful look at your current finances and consider what you'd like to achieve in the future. Through a holistic planning process, we'll help you develop a personal strategy, leveraging unique global insights and local knowledge from standardunioncb's Global Asset Management Team. And we'll be available to help you review, reconsider, and refine your strategy over time – no matter how the market fluctuates or how your needs and goals evolve. Our Premier Advisor can work with you to help determine which investments and insurance options are right for you. In addition to an annual portfolio review, we offer reviews at any time upon your request, so that the personalized strategy we create can adapt as your needs change. In many cases, a few simple changes may be all it takes to help you take on life's challenges and reach your financial goals.