Union Financial Services is a financial advisory practice in Suite 238 at 4 & Co Coworking on Early Riser Ave in Land O' Lakes, Florida. Advisors Marissa and Lisa walk clients through each step of their planning, and Marissa also hosts a personal finance podcast.
Services
- Life insurance, including cash value policies
- Retirement planning and 401(k) rollovers when changing jobs
- Investment accounts, including accounts for children
Office hours
Open Monday through Friday, 9:00 AM to 5:00 PM. Call (609) 332-1613 to set up a meeting.