W137 N5557 Williams Place
Menomonee Falls, WI 53051
  • 888.928.6466 - Wisconsin Headquarters // 800.831.8002 - Missouri Office // 800.345.7789 - Washington Office // 800.553.8902 - Colorado Office // 317.874.3802 - Indiana Office
  • 262.703.3580


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The Team Members of Union Financial, Inc. know planning for retirement can be a challenge.  We have a dedicated team that is set up to assist union brothers and sisters in planning for their retirement and the unexpected along the way.  Union Financial is organized under IBEW Local 965* and we have an intimate knowledge of the benefits that are provided through your locals.  We take pride in making sure everything is done right the first time.  By working with the companies of the Principal Financial Group®, we are able to help union members find a financial strategy that fits their needs and budget.  We work dilligently to make sure all clients, no matter their needs, are taken care of in an honest and professional manner.





* The IBEW Local 965 is not an affiliate of any member of the Principal Financial Group® (The Principal®) and The Principal does not recommend or sponsor any individual internal/outside organization.  IBEW Local 965 members assume responsibility for their financial decisions.

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Check the background of this financial professional on FINRA's BrokerCheck