About Us

This site is run and operated by UCS Investment Co. UCS is a fee-only investment and tax advisory planning firm that prides itself on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs. We also provide estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning and management.


Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action. Our reward is satisfied clients! Our trading platform is with TradePMR and First Clearing, Inc. Please read account protections and requirements before proceeding to open an account with our firm.

UCS Financial Advisory Filing with the Securities & Exchange Commission