What We Offer

Money means different things to all of us, and what shapes our attitudes toward it, or what we want from it, is a highly selective thing.

That's why, at Union Street Financial, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working with people we know and like.

Our service to you does not end once we complete the initial process of setting up your investments. We'll monitor the progress of your investments and we'll meet regularly with you to make sure your investments reflect your current life circumstances.

We tend to think of our clients as our friends, so don't be surprised if you get a phone call from us just to say hi.

  • Estate and Inheritance Issues
  • Retirement Planning
  • Charitable Gifting
  • Income Tax Issues
  • Estate Planning
  • Insurance Planning
  • Education Funding Planning
  • 529 Plans


  • Tax Planning
  • Corporate Bonds
  • Municipal Bonds
  • Mutual Funds
  • Stocks
  • Retirement
  • IRAs
  • Employee Benefit Programs