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.
| Website | http://www.unionplanning.com |
| Revenue | $5.6 million |
| Employees | 4 (0 on RocketReach) |
| Founded | 2003 |
| Address | 10 E 26th Street # 305, Minneapolis, Minnesota 55404, US |
| Phone | +1 800-345-7789 |
| Fax | (262) 703-3580 |
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Retirement Planning, Financial Planning, Retirement Advisor, Union Benefits, Pension Planning, Estate Planning, Financial Advisor, Retirement Services, Wealth Management, Investment Planning, Retirement Consulting, Financial Security, Retirement Accounts, Long Term Care, Financial Planning Services, Retirement Income, 401k Planning, Ira Planning, Financial Services, Estate Planning Services |
| Competitors | DeMontel Financial Services, CDFS Financial Strategies, Jenkins Financial Group (view competitors) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Union Financial Inc. employee's phone or email?
The Union Financial Inc. annual revenue was $5.6 million in 2026.
Union Financial Inc. is based in Minneapolis, Minnesota.
The NAICS codes for Union Financial Inc. are [52, 523].
The SIC codes for Union Financial Inc. are [628, 62].