Other Business Services

Business Plan Services

At UB&T we have resources available to assist start up businesses in developing their business plans. We recognize the importance of investigating the local market to better predict who your competition is and what the demand will be for your product or service. A thought out business plan will assist you in obtaining financing as well as provide a blue print for your success.

Business Insurance Planning Services

The Financial Services Center** offers sophisticated planning services for almost every type and size of business. With proper planning we can help you attract and retain key employees, prepare for the unexpected and plan for the continuation or sale of your business when you are ready to retire.

Trust Services

UB&T’s trust department has been helping customers since 1950. Our professional investment advisers take the time to understand your needs.  Trusts can be a wonderful tool for estate planning.

Contact Christia Hunt at 608-882-5200 x1132 or chunt@UB-T.COM to find out if a trust would benefit you.

* Not all investment products are FDIC insured; Non-Deposit Investment Products (NDIPs) are not a deposit or other obligations of, or guaranteed by, Union Bank & Trust Company; Non-Deposit Investment Products (NDIPs) are subject to investment risk, including possible loss of principal amount invested.
**SII Investments, Inc. member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with Union Bank & Trust Company or Financial Services Center. Securities and advisory services offered through SII Investments, Inc. are: NOT INSURED BY FDIC OR ANY FEDERAL AGENCY, MAY LOSE VALUE. NO BANK GUARANTEE.

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