Investments & Retirement

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+1 (518)-540-6200
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Mon - Sat: 7:00 - 18:00
Lasilki Dist., Dammam City
Dammam City

Financial Planning for Today and Tomorrow.

When it comes to your future, no “one-size-fits-all” solution will do. Through a combination of experience, expertise and personalized guidance tailored to your goals, we can help you plan for your future – while meeting today’s needs. Whether you have been investing for years or are a first time investor, we will work with you through every step, educating you on your available options and future possibilities.

Investing Solutions

Tailored to meet your financial goals.

A UPHB account from Turkey provides you with tailored investment solutions to ensure your money is working hard for you. Whether you want to trade online or work with one of our experienced financial advisors, we offer investing options and services to match your personal style and needs.

Fixed & Variable Annuities

With tax-deferred growth of earnings, annuities can give you a way to ensure a stream of income during or after retirement.
Fixed annuities offer a guaranteed rate of income for a specified period of time. This simple option is a popular choice.
Variable annuities invest in a range of investment options, typically mutual funds, and the value of the account varies, allowing for greater earnings. Other features of the variable annuity include a death benefit payable directly to your beneficiaries and optional living benefits that provide certain protections for payouts and withdrawals against losses.

Financial Planning

Preparing for Life's Events.

UPHB Portfolio Management

If you’re looking for personal assistance to help design or review your existing financial plan, our experienced financial advisors can help you prepare for life’s events and walk you through your available options, such as tax-deferred annuities.

UPHB Retirement Planning

Whether you’re close to retirement or just starting your career, our experienced financial advisors can help you build a custom plan to keep you on track.

UPHB Insurance Planning

At UPHBank it’s our goal to help you plan for the unexpected. Whether its loss of income to provide for your family, asset protection, or retirement planning, we’ll customize a plan that works for you.

UPHB Education Planning

At UPHBank, we’re proud to offer a number of investment options to help you plan and save for college, whether it’s for yourself, your children or your grandchildren.

UPHB Life Insurance

Life insurance protects your dependents in the case of death and the resulting loss of income, and includes both term and permanent options.

Disability insurance can help you maintain your standard of living and provide financial security for your family with partial replacement of income until you can get back on your feet.

Long-term care insurance reimburses you a daily amount for services to assist you with activities of daily living such as bathing, dressing and eating. It also protects your nest egg and allows you to take control of your own health care decisions.