about us

Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants. We are a broker agency that provides you with the best opportunity to find the financial product that will service your needs as well as your budget. We have the ability to provide a diverse number of insurance companies and financial products so you are not limited a single company's products. This is a limitation with most "captive" agents. They can only sell you a limited set of products which they try to shoe-horn into your financial portfolio, whether it is the best product for you or not. ​ We are constantly researching the latest, cutting-edge, cost-effective products from only highly regarded companies that are of the "A" class rating or above from A.M. Best - the No. 1 financial rating company in the world. This means that you don't have to shop because we have done the shopping for you. ​ We are your personal agents so you can call us anytime you have a question or need information. Yes, you can call directly the individual financial services company whose product you purchased, but rather than be put through the menu system gauntlet, you can call our agent directly and they can run any issue down for you with just one phone call.

β€œThe Union Financial has an amazing team of hard working professionals. It has been a pleasure to meet them.”

Ana Z.