Financial Education Center
We don’t want to just sell you an account, we want to help you, your family and your business succeed now and into the future. Our experts are here to help anytime, but we also want to give you the tools you need! That’s why we created the Financial Education Center. These articles, videos and tools will help you learn more, stay informed and better your financial situation.
Financial Literacy
Take control of your money, get the answers and financial tools you need!
My Investment Resources
Knowledge is the foundation for intelligent, well-considered decisions.
Financial Healthcheck
Get a personalized financial health score and see how you compare to your peers in this free report.
Demos & Tutorials
See how our technology can help you in your daily life.
Latest from the Blog
What Matters Most – Saving for Retirement with Kelly Effland
Today we talk with Kelly Effland, Wealth Advisor in First United’s Wealth Management department about the important topic of saving for retirement. Kelly explains a three pronged approach, the options you have, and best practices to ensure you’re maximizing your retirement savings.
What Matters Most – Monthly Economic Update for March 2023 with Sean McCreery
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for March 2023.
We’re Here to Help
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