Union Monique Investments® is here for your business every step of the way. With our business investments and insurance solutions, we can design a plan that meets your specific financial goals. Let’s get started on your investment plan today, so you can relax knowing your business will support you and your employees for years to come.
At Union Monique Investments®, we will put your business and its needs first by following these steps.
Understand your financial priorities with an initial consultation
Make recommendations based on your financial goals
Create a plan that meets the objectives of your business
Discover more ways Union Monique Investments® can help your business.
Our business investments and insurance solutions can be tailored to your needs, whether you need succession planning, valuation services, investment policy design, or asset management.
Business succession planning
Secure your business' future with buy-sell agreements, key person insurance, and asset protection strategies.
Business valuation services
Estimate the worth of your business with an income- and asset-based approach to valuation.
Investment policy design
Tailor your investment goals and priorities to your risk tolerance and liquidity needs.
Asset management
Protect your long-term financial health with strategic management of your cash reserve.
Contact a business banker about your needs.
Are you ready to get started on your business’ investment strategy? Our trained financial consultants2 are ready to discuss your investment options so we can find the right solutions for your business.
Why choose the Union Monique Investments team?
Expert advice
Our trained investment professionals are ready to discuss your options and find what's right for you.
Unbiased feedback
We aren’t pushing our own investment products, so you get unbiased feedback.
Dedicated support
We listen to your needs, because you're not a number in a portfolio.
Ease of doing business
We’re very hands-on throughout the entire process, so you can focus on the growth of your business.
Invest in the future of your business.
Complete the form to schedule a personalized planning session with a financial consultant2 today.
1Union Monique Investments® does not offer tax advice. Please consult your tax professional prior to investing.
2All Union Monique Investments® Financial Consultants are registered representatives of Infinex Investments, Inc.
Securities and investment products are subject to investment risk, including possible loss of principal. They are not FDIC insured, not bank guaranteed, and may lose value. Read offering documents carefully before investing.
Please never share your Union Monique account details with anyone. Union Monique Bank will never ask you for your password through email, social media, or a third-party website. Learn more.
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