Union Financial Services - Land O' Lakes, Florida

Union Financial Services: A Comprehensive Overview

Union Financial Services, located at 16703 Early Riser Ave Suite 238, Land O' Lakes, FL 34638, United States, is a highly reputable financial advisory firm that has garnered attention for its exceptional service and commitment to client satisfaction. With a phone number of 6093321613 and a website at union-financial.com, the company has made it convenient for potential clients to reach out and learn more about their services.

Specialties and Services

The primary focus of Union Financial Services is to provide expert financial advice, making them a one-stop solution for individuals seeking guidance on various financial matters. Their specialties include:

• Financial advisor services to help clients navigate their financial journey with confidence.

Other Points of Interest

To ensure accessibility for all clients, Union Financial Services offers:

• Wheelchair-accessible car park for easy parking
• Wheelchair-accessible entrance for seamless access to their office

Testimonials and Reviews

With a strong presence on Google My Business, Union Financial Services has garnered 23 reviews and boasts an impressive 5/5 average rating. Many clients have praised the mother-daughter team of Lisa Green and Marisa Green Wood for their outstanding professional knowledge, dedication, and commitment to helping clients secure their financial future. Their podcast, The Future of Finance, offers valuable insights and advice, further solidifying their reputation as trusted financial advisors.

One notable review highlights, "Lisa Green and Marisa Green Wood are an outstanding mother-daughter financial advisory team who truly care about their clients. They are knowledgeable, professional, and dedicated to helping people navigate their financial future with confidence." This sentiment is echoed by numerous other clients, emphasizing the exceptional quality of service provided by Union Financial Services.

Conclusion

👍 Reviews of Union Financial Services

Darren &. J. S.

5/5

Lisa Green and Marisa Green Wood are an outstanding mother-daughter financial advisory team who truly care about their clients. They are knowledgeable, professional, and dedicated to helping people navigate their financial future with confidence.
They also share valuable insights through their podcast, The Future of Finance. If you’re looking for expert advice and strategies to secure your financial future, I highly recommend tuning in!
Whether you're just starting your financial journey or planning for retirement, Lisa and Marisa are the advisors you can trust.

Hali M.

5/5

Marissa is incredible! She has worked with my husband and I step by step, answering all of our questions along the way and holding our hands to find out how best to plan for our future and our needs. I can't recommend Marissa and Union Financial Services enough!

Linda W.

5/5

Union Financial Services has helped me feel confident in my future. Other companies were not willing to work with me on my long term care options. Both Lisa and Marissa are caring and concerned about their clients personally. I have referred many family members and friends to them and they are happy with their services too.

Patricia P.

5/5

What an amazing Duo both Lisa and Marissa. They work with you on the best financial plan for your future, they keep in touch with you from the beginning and are ALWAYS available to assist with any questions or concerns!

Sarah M.

5/5

Marisa is knowledgeable, professional and caring. She is the right person to guide, educate, and walk us through the best options for our financial decisions. I am honored to know Marisa! It feels good to know that she is there if I need anything.

grace D.

5/5

Marissa has been my financial advisor for over 8 years and I couldn’t be happier with everything she has done for me. She is extremely knowledgeable, professional and attentive. I had never been a financially savvy person. Marissa is always available to support me on any financial topics. She takes the time to explain her reasoning on what changes I need to make to my plan and why.
Marissa, Lisa, and Ed have always made me feel like a valued client. I’d highly recommend UFS to anyone needing financial advice/planning!

Jeremy H.

5/5

Marissa Wood is fantastic and extremely knowledgeable. She helped prepare my family for success in a great investment/insurance plan.

Dave C.

5/5

Marissa Wood is the best! I really enjoy working with her and having my finances explained simply and easy to understand and makes me excited for my future.