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34 West Lancaster Avenue Shillington, PA 19607

610-775-9900
mstone@1stallied.com
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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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It's Time to Think Differently About Your Money

Our customized programs are designed to grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Each financial plan takes into account every client’s individual and family goals and objectives. Our programs offer a comprehensive “One-Stop” approach to enhance and preserve wealth. 

UnionAdvantage Financial, - (UAF) is unique in four distinct ways: 

Where You Are

Dedication to members of Organized Labor

Where You Want To Be

Committed to providing the highest level of Education & Information for our clients and prospective clients

Our Resources

Our primary service model is a fee-based program not driven by sales quotas or proprietary products. There are no hidden fees

How You Get There

Our clients receive Comprehensive affordable - Full Service financial and investment planning services

Client Centered

We believe that everyone should be able to utilize the advice of a financial professional who delivers quality service at an affordable price.

UAF is independent from any specific investment company. This enables us to offer one of the broadest choices of investment and insurance based products, including mutual funds, unit investment trusts, money markets, stocks and bonds. We also provide clients access to some of the largest institutional money managers in the world not normally accessible to the general public.

The Financial Advisors at UAF are affiliated with and offer securities products through First Allied Securities, Inc.(FASI), Member FINRA/SIPC. FASI is one of the country`s leading providers of financial services and products to independent business owners such as the advisors with UAF.

This website offers you an in-depth look at what our firm can offer you and your family. Please take a moment to look at the services we provide. Should you wish to further discuss how we can help you achieve your financial goals, please contact us.

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Still Unsure? We Can Help

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