Union Financial Inc. Competitors

Kelly Christensen & Mathew Driscoll, CFP Kelly Christensen and Mathew Driscoll, CFP®, are financial professionals who bring over 20 years of combined industry experience to help solve the financial challenges faced by their clients. We are proud of our history of putting our clients first. By focusing on the needs of our clients, we are able to deliver outstanding client service. Kelly Christensen is licensed in IA and MO to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, CA, IL, and WI. Mathew Driscoll is licensed in IA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, CA, FL, IL, IN, MN, MO, NY, and WI and adviser registered in IA. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: Kelly Christensen and Mathew Driscoll may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Kelly or Mathew that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator. Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available ...

We focus on helping you develop your financial strategies, whether you are an individual or small business, whether you are a professional, business owner, manager, or employee. Our goal is to help you discern your goals, implement strategies to reach those goals, and provide ongoing service and guidance as your needs and goals change. We can assist with group benefits, company retirement plans, and financial services to help meet your expectations, fulfill your needs and provide customized solutions. Contact us today to get started!

After working in the insurance and financial services industry for a number of years, I founded Jenkins Financial Group to be a local presence and be able to deliver a broad array of financial solutions for our corporate and individual clients. Our business model from the beginning has been focused on the needs of businesses, key employees and the complex planning needs of business owners. Contact us today - to start a conversation with us - Click Here! AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. AIF® (Accredited Investment Fiduciary®) does not mean the holder is acting in a fiduciary capacity. Mark Jenkins is licensed in CO, FL, to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, CO, and adviser registered in CA, CO. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: Mark Jenkins may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Mark Jenkins that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator. Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., [and the companies available through the ...