Union Financial Services is a family-owned independent financial advisory firm. Being independent allows us to access countless investment solutions and carry out our fiduciary duty to each of our clients. We know that no two people have the exact same needs and goals, so a custom plan needs to be created for each person.

Since being established in 2006, we have expanded to serve the communities of New Jersey, Pennsylvania, and Florida. As we have grown over the years, our client base has truly become our extended family.

Our team at Union Financial Services understands the importance of risk appropriate investment portfolios and guaranteed income streams during retirement. We are committed to utilizing our resources and educating our clients each step of the way, so that they can achieve financial peace of mind.