Union Financial Partners Inc

  • Financial Services
  • San Francisco CA
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
2001 Union Street Suite 540, San Francisco CA
Website
ufpartners.com
Phone
(415) 563-3000
Employees
3
Founded in
1997
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52391 Companies
NAICS Code 523910 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 6211 Companies
SIC Code 621 Companies
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Financials & Stats

Revenue

$1B

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Who is Union Financial Partners Inc

Union Financial Partners Inc. is a financial services firm located in San Francisco, California. Established in 1997, the company is a small business with 5 to 9 employees. Union Financial Partners specializes in providing personalized financial advice and services to individuals. They focus on understanding clients' unique needs, goals, and values to develop customized financial plans and investment strategies. Their approach, known as "goal-based investing," aims to incorporate various aspects of a client's life, such as lifestyle choices, family planning, and retirement aspirations, into their financial strategies. The company prides itself on its commitment to client communication and support, offering ongoing advice and guidance throughout the entire financial planning process. Their goal is to empower clients to make informed financial decisions and achieve their long-term financial objectives. For personalized financial advice and consultation, contact Union Financial Partners Inc. at ufpartners.com.

Union Financial Partners Inc Industry Tags

Comprehensive Financial Planning for all phases of life
Retirement Planning
Goal-Based Investment Management
Investment Strategies
Advise and Design Retirement Plans for small and medium businesses
Wealth Management
Intergenerational Planning
Financial Services
Financial Advisory Services
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Union Financial Partners Inc Tech Stack

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FAQ

What is the location of Union Financial Partners Inc's headquarters?
The headquarters of Union Financial Partners Inc are situated at 2001 Union Street Suite 540, San Francisco CA
What is Union Financial Partners Inc's phone number?
Union Financial Partners Inc's contact number is (415) 563-3000.
What is Union Financial Partners Inc's official website?
The official website of Union Financial Partners Inc can be found at ufpartners.com.
What is Union Financial Partners Inc's current revenue?
As of February 2014, Union Financial Partners Inc's annual revenue reached $1B.
How many employees does Union Financial Partners Inc currently have?
Union Financial Partners Inc employs approximately 3+ people as of February 2014
Which industries is Union Financial Partners Inc primarily operating in?
Union Financial Partners Inc operates in the following industries: Finance, Credit
What are Union Financial Partners Inc's industry tags?
Union Financial Partners Inc's industry tags include: Comprehensive Financial Planning for all phases of life, Retirement Planning, Goal-Based Investment Management
When was Union Financial Partners Inc founded?
Union Financial Partners Inc was founded in 1997.