Union Financial Services - Land O' Lakes, Florida

Union Financial Services

About Union Financial Services

Union Financial Services, located at 16703 Early Riser Ave Suite 238, Land O' Lakes, FL 34638, is a reputable financial advisory firm that has been serving clients with excellence for many years. The company specializes in providing financial advice to individuals and businesses, helping them navigate their financial future with confidence. With a team of knowledgeable and experienced professionals, Union Financial Services is dedicated to delivering personalized solutions to meet each client's unique financial needs.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Estate Planning
• Tax Planning

Key Features and Amenities

• Wheelchair Accessible Entrance: Ensuring that all clients, regardless of their mobility needs, can easily access their services.
• Wheelchair Accessible Parking Lot: Providing convenient parking for clients with disabilities, demonstrating their commitment to accessibility and inclusiveness.

Testimonials and Reviews

Union Financial Services has received overwhelmingly positive feedback from their clients. With an impressive average rating of 5 out of 5 stars based on 23 reviews on Google My Business, it is clear that the company has built a strong reputation for delivering exceptional service. Many clients praise the mother-daughter team of Lisa Green and Marisa Green Wood for their outstanding professionalism, knowledge, and dedication to helping their clients achieve their financial goals. The company's commitment to staying up-to-date with the latest financial trends and sharing valuable insights through their podcast, The Future of Finance, further demonstrates their expertise and passion for helping others.

Why Choose Union Financial Services

1. Expertise: A team of highly knowledgeable and experienced financial advisors.
2. Personalized Service: Tailored financial solutions to meet each client's unique needs.
3. Accessibility: Wheelchair accessible entrance and parking lot for clients with disabilities.
4. Community Involvement: Demonstrated commitment to helping clients navigate their financial future with confidence.

Contact Information

For those seeking expert financial advice, Union Financial Services is readily available to assist. You can reach them by phone at 93321613 or by visiting their website at union-financial.com. Don't miss the opportunity to secure your financial future with the help of a trusted and reputable financial advisory firm.

Final Recommendation

If you are looking for a financial advisor who truly cares about your financial well-being and has the expertise to guide you towards a secure and prosperous future, look no further than Union Financial Services. With their commitment to accessibility, personalized service, and exceptional client reviews, they are the perfect partner to help you navigate your financial journey. Contact them today through their website or by phone to schedule a consultation and take the first step towards achieving your financial goals.

👍 Reviews of Union Financial Services

Darren &. J. S.

5/5

Lisa Green and Marisa Green Wood are an outstanding mother-daughter financial advisory team who truly care about their clients. They are knowledgeable, professional, and dedicated to helping people navigate their financial future with confidence.
They also share valuable insights through their podcast, The Future of Finance. If you’re looking for expert advice and strategies to secure your financial future, I highly recommend tuning in!
Whether you're just starting your financial journey or planning for retirement, Lisa and Marisa are the advisors you can trust.

Hali M.

5/5

Marissa is incredible! She has worked with my husband and I step by step, answering all of our questions along the way and holding our hands to find out how best to plan for our future and our needs. I can't recommend Marissa and Union Financial Services enough!

Linda W.

5/5

Union Financial Services has helped me feel confident in my future. Other companies were not willing to work with me on my long term care options. Both Lisa and Marissa are caring and concerned about their clients personally. I have referred many family members and friends to them and they are happy with their services too.

Patricia P.

5/5

What an amazing Duo both Lisa and Marissa. They work with you on the best financial plan for your future, they keep in touch with you from the beginning and are ALWAYS available to assist with any questions or concerns!

Sarah M.

5/5

Marisa is knowledgeable, professional and caring. She is the right person to guide, educate, and walk us through the best options for our financial decisions. I am honored to know Marisa! It feels good to know that she is there if I need anything.

grace D.

5/5

Marissa has been my financial advisor for over 8 years and I couldn’t be happier with everything she has done for me. She is extremely knowledgeable, professional and attentive. I had never been a financially savvy person. Marissa is always available to support me on any financial topics. She takes the time to explain her reasoning on what changes I need to make to my plan and why.
Marissa, Lisa, and Ed have always made me feel like a valued client. I’d highly recommend UFS to anyone needing financial advice/planning!

Jeremy H.

5/5

Marissa Wood is fantastic and extremely knowledgeable. She helped prepare my family for success in a great investment/insurance plan.

Dave C.

5/5

Marissa Wood is the best! I really enjoy working with her and having my finances explained simply and easy to understand and makes me excited for my future.