Union Financial Partners Email Format
Financial ServicesCalifornia, United States2-10 Employees
Union Financial Partners provides personalized financial guidance and ongoing service, developing a tailored plan and investment approach for each client. The process considers lifestyle choices, personal values, family and estate planning, retirement, and peace of mind, integrating these elements into financial decision-making. The firm emphasizes a goal-driven investing approach and works with clients to create strategies that align with their needs and goals, offering consultations as needed. Operating in the financial services sector, the company serves individuals seeking customized financial planning and investment stewardship. Based in San Francisco, California, it was founded in 1997 and operates with a small professional team.