We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.

833-572-2288Find U-Vest® Offices

Why Our Clients Work With Us!

Check out this quick video on why our clients choose U-Vest®

Meet Our Experienced Advisors

Our Featured Services

Investment & Advisory Programs

Stocks, Bonds, ETF’s, Mutual Funds, and more. Learn about how we manage your investments.

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Personal Insurances

We offer Annuities, Life, & Disability plans through our strategic partners.

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Legacy / Planned Giving

Meet with an advisor to learn about how you can leave your legacy to family and charities.

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Education Funding

Learn about the education investing options available to you, and start investing for your child’s future today.

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Business Retirement Plans

We work with all business types ranging from the one-person shops to large companies.

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Financial Planning

Work with our three CFP® Professionals and our other advisors to create a plan that grows and changes just like you do. 

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We’d love to hear from you!


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