UnionAdvantage Financial - We are Independent Financial Advisors dedicated to the needs of members, their families and retired members of Organized Labor. We provide a full-service, personalized, comprehensive approach to all of your financial and investment needs.
UnionAdvantage’s Mission - is to provide Premier Investment Services and Solutions for working families at reasonable cost. Our commitment is to deliver the highest level of service, concentrating on Investor Information & Education. We work with our clients to develop strategies to reach their long-term financial goals.
Comprehensive/Full Service - Financial and Investment Planning. UnionAdvantage’s primary service model is a cost effective fee-based program not driven by sales quotas or proprietary products. There are no hidden fees.
Our cost effective fee-based program offers unique benefits. Because our fees are based upon a percentage of assets under management, clients can remain confident that all recommendations are made in their best interest.
- Listen to your values and concerns,
- Consider your risk tolerance, goals, and investment experience,
- Create a financial plan that fits your unique needs and objectives,
- Monitor and adjust your plan as your needs change.
(See “Our Four-Step Process” )