Union Financial Partners

Financial ServicesCalifornia, United States2-10 Employees

Union Financial Partners was founded in 1997 to provide personal and individualized assistance to people like you who want advice, guidance, and ongoing financial services customized to their specific needs and financial goals. We know that your lifestyle choices, your personal values, family and estate planning, a comfortable retirement, and your peace-of-mind are intertwined with personal finances, managing cash flow, and making investment decisions. We listen to you to include all of these items, and more, to develop a customized plan and investment strategy with you and for you based on your needs, financial goals, lifestyle choices, and values. We call this unique approach – “goal-based investing”.

We are always happy to consult with you and advise you whenever you need us.

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