Wealth Management

At US Community Wealth Management we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals and your investment needs.

Through our consultants' partnership with LPL Financial, our clients have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.

Products and Services:

  • Stocks and Bonds
  • Tax Advantaged Investments
  • Mutual Funds
  • 401(k) Rollovers
  • Annuities
  • Insurance Products
  • Financial And Estate Planning
  • Individual Retirement Accounts
  • Business Retirement Plans
  • Retirement Planning
  • Education Planning and 529 Plans
  • Professional Asset Management

 

A Message from Charles (Chuck) Gore, II 
Financial Consultant for US Community Wealth Management

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

To learn more about these and other investment tools, come by one of our branches or contact our Financial Consultant Charles (Chuck) Gore, II at 615-256-8712. You can also contact a representative by clicking the yellow Contact US button to the left.

 

†Financial consultants of US Community Wealth Management are Registered Representatives with, and Securities, financial planning, asset management, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC and Registered Investment Advisor. US Community Credit Union is not a registered broker/dealer; not affiliated with LPL Financial.

  Investments are not obligations of US Community Credit Union 

Not NCUA Insured

No Credit Union Guarantee

May Lose Value

FINRA (www.FINRA.org)

SIPC (www.sipc.org)

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: Tennessee (TN).