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Union Financial Partners Inc
2001 Union Street, San Francisco, California, United States
About the Union Financial Partners Inc
Union Financial Partners Inc is a leading finance institution located at 2001 Union Street in San Francisco, California, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals, businesses, and organizations. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our dedicated team is here to help you achieve your financial goals. Trust Union Financial Partners Inc to provide you with personalized financial solutions tailored to your specific needs.
2001 Union St, San Francisco, CA 94123, United States
Opening hours of Union Financial Partners Inc
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of Union Financial Partners Inc
"I have worked with Ann Terranova for nearly a decade, and couldn't be more happy. I run a bankruptcy law firm and, in that capacity, deal with a huge amount of tax experts, estate planners, etc. Ann is head-and-shoulders above the other CFP's I've come across. She tailor makes a plan for her client, rather than trying to adopt a cookie-cutter approach, and has brought me and my wife great comfort as we planned for retirement, sent two kids off to college , and bought our first home. When we weren't qualifying for financial aid at the school our kids were attending, she moved things around so the assets, although disclosed, didn't count against the financial aid packages -- that "out-of-the-box" thinking saved us tens-of-thousands of dollars PER YEAR. Her experience is immediately apparent as is her attention and care for each person that walks in her office. I recommend her highly."
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