Union Financial brings together Union Wealth Management Corporation (stock, bond and fixed income trading), Union Lending Corporation (private lending/investing), and Union Insurance Brokerage Corporation (life insurance, tax, and estate planning), managed by an exceptional team of commercial bankers lawyers, financial analysts, underwriters, mortgage brokers, lending specialists, insurance advisors, and actuaries.

Our breadth of talent and scope of services is designed to provide sophisticated and comprehensive family office wealth management available to high net-worth individuals and families.