Embrace the change, take your next step
with us.
Life is full of changes — whether it’s in business, careers, family, or home. With over 125 years of expertise, we’re here to guide you through every transition with confidence
We’re here to help!
Let us help you explore new options or opportunities that come your way as a result of change.
- Easily Switch to Our Accounts
- Convenient Online Banking
- Instant Issue Debit Cards
- Theft and Fraud Security
- Tailored Business Solutions
- Mortgage Programs & Options
- Retirement Planning & 401k Rollover
- Career Changes & Opportunities
- Financial Education Resource Center
Need help with your 401k?
First United Wealth Management is here to help you navigate career changes, plan for retirement, and manage 401k rollovers. We can help you understand the importance and benefits of considering a 401k rollover:
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- Diversification of Investments: By rolling over your 401k, you gain more control over where your funds are invested.
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- Avoiding Financial Penalties: Choosing a rollover instead of a lump sum withdrawal can help you avoid potential financial penalties associated with early or large withdrawals.
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- Access to Funds: Rollovers can provide a way to access your funds when needed, offering flexibility and control over your retirement assets.
Our dedicated Wealth Advisors are always available to offer support and guidance to meet your business and personal needs throughout all stages of life.
Let’s turn change into opportunities!
Contact us today to learn more.