Achieve Financial Success with United Financial Wealth Management.

Secure your financial future with expert guidance from our partner, RichMark Private Wealth Management. United Financial Credit Union collaborates with RichMark to offer UFirstFinancial, a comprehensive range of financial planning and wealth management services designed to help you make sound decisions and reach your financial goals.

Unlock Your Financial Potential with UFirstFinancial Wealth Management Services

You have goals for your future, and we’re here to help you get there. With our partnership with RickMark Private Wealth Management, UFirstFinancial can provide a customized financial program suited to your objectives and family needs. Confidence feels good.

Comprehensive Services

Access an extensive array of financial products and services, from tax management to insurance and annuity products.

Expert Guidance

Rely on professional assistance to establish your financial goals and develop appropriate strategies that align with your vision.

Customized Approach

Experience personalized financial planning that considers your unique needs and objectives.

Discover Our Wealth Management Services

Tax Management

Minimize your tax liability and maximize your financial potential with professional tax management services.

Fee-Based Investment Management

Optimize your investments with expert guidance and transparent fee structures that prioritize your financial success.

Retirement Strategies

Secure your future with tailored retirement planning strategies that help you achieve a comfortable and financially stable retirement.

Estate and Financial Planning

Preserve your wealth for future generations with comprehensive estate planning and sound financial planning advice.

Insurance and Annuity Products

Protect your assets and ensure financial stability for your loved ones with a selection of insurance and annuity products tailored to your needs.

Medicare Options and Enrollment

Navigate the complexities of Medicare coverage with expert guidance on plan selection, enrollment, and understanding additional benefits.

Wealth Management Services

I would like information on:

Helpful Financial Resources and Calculators

Retirement Savings Calculator

Estimate your future retirement savings

Life Insurance Calculator

Determine the right amount of life insurance coverage

Estate Planning Checklist

Prepare for estate planning with a comprehensive checklist

Federal Tax Withholdings Calculator

Find out how much the federal government is withholding.

Experience for yourself how we put U first!