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Union Financial Partners

Union Financial Partners specializes in Finance, Funds and Trusts with 2 employees
Phone Number: +1 4155633000
  • Overview
  • Org Chart
  • Employees
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About Union Financial Partners

Union Financial Partners is founded in 1997, operates from its headquarter in 2001 Union Street Suite 540 San Francisco, CA 94123, US. The company operates in the Finance, Funds and Trusts sector, providing Financial Planner.

Union Financial Partners specializes in Personalized financial advice, Customized financial planning, Goal-based investing, Cash flow management, Investment decision-making, and offers services including Personalized financial advice, Customized financial plans, and Ongoing financial services.

Website
http://www.ufpartners.com
Year Founded
1997
Social Media
Linkedin
Primary Industry
Finance, Funds and Trusts
HQ Location
2001 Union Street Suite 540 San Francisco, CA 94123, US
Main Products
Financial Planner
Expertise
Personalized financial adviceCustomized financial planningGoal-based investingCash flow managementInvestment decision-making
Solutions
Personalized financial adviceCustomized financial plansOngoing financial servicesGoal-based investing
Keywords
Financial AdvisorFinancial ServicesFinancial PlanningFinancial ConsultingFinancial GuidancePersonal FinanceCustomized Financial PlansWealth ManagementAsset ManagementPortfolio Management

Union Financial Partners Org Chart

Union Financial Partners management team includes Shaina Borges(Client Service Associate)
Top Executives
0 members
Sales
1 members
SB
Shaina BorgesClient Service Associate at Union Financial Partners
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Union Financial Partners Email Formats

Union Financial Partners uses at least 1 email formats , the most popular Union Financial Partners’s email format is first_initiallast (ex. first_initiallast@ufpartners.com), used by 100.0% of Union Financial Partners work email addresses.
FormatExamplesPercentage
first_initiallast
first_initiallast@ufpartners.com
100.0%
Get Verified Emails for 2 Union Financial Partners Employees

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How popular is Union Financial Partners?
27 MillionWeb Ranking