Investment Services
Prosperity Financial Services
At Prosperity Bank® 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 partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an FINRA member firm.
To learn more about these and other investment strategies, contact us at prosperityfinancialservices@uvestmail.com or call one of our Financial Consultants at (979)968-7283.
Products & Services
- Stocks & Bonds
- Tax Advantaged Investments
- Mutual Funds
- Annuities
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- Business Retirement Plans
- Retirement Planning
- Education Planning & 529 Plans
- Professional Asset Management
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- Insurance Products
- Individual Retirement Accounts
- Financial Planning
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UVEST Financial Services
By clicking the following link, you will be transferred to a website not controlled by Prosperity Bank. Prosperity Bank is not responsible for any of the information or services provided by this website. The website you are about to access is not covered by Prosperity Bank privacy policy.
Click here to access your brokerage account
Click here to access Financial Calculators
Securities and insurance products are offered by UVEST Financial Services and its affiliates, member FINRA (finra.org) /SIPC (sipc.org). Investment advisory services are offered by UVEST Financial Services, an SEC registered investment advisor. UVEST and Prosperity Bank® are independent entities.
This site is designed for U.S. residents only. The services offered within the site are available exclusively through our U.S. registered representatives. UVEST Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit
