The Union Financial is a financial planner in Homestead, FL. The firm provides a wide range of financial services including personal banking, wealth management, and business banking solutions. Their offerings encompass checking and savings accounts, mortgages, and credit cards, alongside specialized commercial services such as equipment and vehicle financing, SBA loans, and cash management. They serve individual clients, families, and businesses, including specific sectors like manufacturing, healthcare, and energy.
The business provides personalized guidance through full-service wealth planning designed to assist clients in building, preserving, or passing on wealth. For business clients, they offer merchant services and customized workflows powered by experienced treasury advisors. Their suite of digital tools includes mobile banking, Zelle, and digital wallets to facilitate modern financial management. Additionally, they provide specialized programs such as a first-time homebuyer’s program and no-fee checking and savings accounts for children aged 5 to 17.
The business is located on N Krome Ave.
The Union Financial is known for providing well-documented business information and maintaining a clear presence for those seeking financial services. They are recognized for their commitment to providing personalized service and professional expertise.
The Union Financial serves the Homestead community with comprehensive financial planning and banking solutions.