Union Financial Services

Union Financial Services Provides personalized financial plans to help you achieve financial peace of mind. It is never too early or too late to begin planning for your retirement.

It is Union Financial Service's goal to provide each client with investments and financial plans that meet their individual needs. Let us help you achieve your financial goals today!

07/17/2026

A will is important—but it may not be enough if you have kids. Here's why.

07/16/2026

Estate planning isn't about how much you have—it's about protecting the people you love.

07/15/2026

If something happened to you tomorrow, are you 100% confident that your money, home, and family would be protected in the way that you want?

07/09/2026

You don't need a fortune to start investing—just a plan.

07/08/2026

One account could help you enjoy tax-free income in retirement.

07/07/2026

Left an old job? Your old 401(k) could be costing you opportunities.

07/03/2026

Don't put all your eggs in one basket. Diversification can make all the difference.

As we celebrate our nation’s 250th birthday this July 4th, our team invites you to join us in reflecting on the history,...
07/03/2026

As we celebrate our nation’s 250th birthday this July 4th, our team invites you to join us in reflecting on the history, service, and shared values that shape our country! We wish each of you a memorable holiday with family and friends.

Please note that our office will be closed on Friday, July 3rd, in observance of Independence Day. We will reopen and return to regular business hours on Monday, July 6th.

07/02/2026

Your 401(k) may not be working as hard as you think. Here's what to know.

07/01/2026

Learn the TRUTH about your 401k!

Address

Land O' Lakes, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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