UnionAdvantage Financial

610-775-9900
mstone@1stallied.com

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.

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” )