Broker Check

UnionAdvantage’s Mission

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.

We…

  • 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” )

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