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

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U-Vest® April Newsletter

U-Vest® April Newsletter

April 20, 2023

Tax Season Reminders

As Tax Day quickly approaches, we wanted to remind you that you can access your tax forms on your Account View. To access your tax forms and other helpful information, visit the “Client Login” tab on the U-Vest® Financial website! You can also download the LPL Account View mobile app to securely access your account from your phone. Contact us with any questions. 

It’s National Social Security Month

Did you know you can check your Social Security estimates annually from your my Social Security account? Simply create a free account on ssa.gov for secure access to important information and tools that can help you manage your Social Security, whether you receive benefits or not. From here, you can request a replacement SS card, manage applications, and more!

U-Vest® Financial x SEAA

Our team is excited to announce that we joined the Steel Erectors Association of America and had a U-Vest® booth at their recent convention! SEAA is all about helping the construction industry grow by providing the best resources for all the companies involved, and we were able to provide our services to a new group of people. We had great results attending the convention, met a lot of interested people, and are looking forward to helping potential clients moving forward!

We’re Sponsoring a Golf Tournament

U-Vest Financial is a proud sponsor of The Ranch Athletics Club (TRAC) Team Scramble Golf Tournament on May 6th, 2023! TRAC is a private, non-profit organization committed to supporting all athletic programs of the Starkey Ranch K-8 School and was created to build and foster an environment that inspires athletes, students, coaches, parents, and the community. All proceeds from the tournament will go toward Starkey Ranch Athletics. Gather three of your friends, and sign up to play in the tournament here!