34 West Lancaster Avenue
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.
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.
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.
(See “Our Four-Step Process” )