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Union Bank & Trust
2 East Main Street
Evansville, WI 53536
608-882-5200
fax 608-882-6889

Financial Service Center
Jeffrey G. Collins Rachel Kleven

Financial Services Center
2 E Main St
PO Box 15
Evansville, WI 53536
(608)882-5200 ext. 1110
jeff.collins@siionline.com

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Union Bank & Trust Company FINANCIAL SERVICES CENTER

Located at all three Union Bank & Trust Company offices, the Financial Services Center offers a no obligation financial analysis to help make your financial future more rewarding, comfortable and secure.

What is the Financial Services Center?

The Financial Services Center provides a complimentary analysis service available to customers with absolutely no obligation. The Center offers a variety of investment products through our independent broker / dealer, SII Investments Inc. In addition, the Center offers insurance products that complement the traditional programs provided by Union Bank & Trust Company.

Jeffrey G. Collins, the Financial Services Representative, will work with you, one-on-one, to define your goals and create a personal financial blueprint you can follow. Jeff can also offer ongoing financial reviews to help meet your changing financial needs. Call him anytime to ask questions or to set up an appointment.

Services Available

  • Retirement Planning
  • Investment Advisory Services
  • Long-term Care Programs
  • Insurance Analysis
  • Estate Analysis
  • Business Planning

To Learn More About the Services The Financial Service Center Has to Offer Please Click the Link Below.

Financial Services Center

SII Investments, Inc., member NASD, SIPC and a Registered Investment Advisor is not affiliated with Union Bank & Trust Company or Financial Services Center. Securities and advisory services offered thorugh SII Investments Inc. are *not insured by the FDIC or any other Federal Government Agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.

SII Investments, Inc. Policy | Privacy Statement