United Planners Financial Services

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Welcome to Fifth Third Bank Colony – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and more at Fifth Third Bank in Matthews, NC. Visit us at the Colony location today, or contact us at (704) 688-1527.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.