- Roth IRA
- Investment ManagementFC Weblink and BETALink are comprehensive integrated and web-based broker tools that display client records and historical data in a clear, concise manner directly on your desktop. FC Weblink and BETALink combines ORDER ENTRY, customer reporting, and portfolio management into one easy-to-use system.
- Mutual FundsView the Mutual Fund families that are currently available. We can quickly obtain additional mutual funds for any product provider not currently on our list.
- Wealth ManagementBLACK is an innovative, integrated financial professional platform that modernizes comprehensive wealth management, offering a better experience for professionals, firm owners, and the clients they serve. Exclusively for clients of RBC Clearing & Custody, BLACK combines world-class solutions on one platform, accessible anywhere, and offered at a compelling price—80 percent less than the sum cost of purchasing each of these technologies separately. BLACK platform providers include...
- Financial PlanningUnion Capital Company is a full-service investment management and financial-planning firm serving private investors, corporations, and institutions worldwide. Financial Consultants are located in various states of the United States of America as well as various countries in the world.
- Retirement Planning
- AnnuitiesThe following Annuities are currently available, and we can quickly obtain additional Annuities for any product provider not currently on our list.
- Asset Management