Category: Financial Services
Our Mission: First United is dedicated to building a culture of care in the communities we serve and helping others find their path to success. We build lifelong, multigenerational relationships and use our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time.
We help clients accumulate, preserve and
distribute wealth by providing fee only,
comprehensive wealth management
services. These services include in-depth
financial planning and portfolio management
with a fiduciary promise to always act in our
clients’ best interest.
Our business is about helping people succeed, and that starts with putting people first
We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren’t taught in school and we give them an opportunity to build a business and transform their life.