Union Financial Services

4.9

• (1 reviews)

16703 Early Riser Avenue, suite 238, Land O' Lakes, Florida 34638

13.87

16703 Early Riser Avenue, suite 238, Land O' Lakes, Florida 34638

13.87

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Wheelchair accessible entrance

Wheelchair accessible parking lot

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4.9

1 reviews

Overall

4.9

Innovativeness

4.8

Quality

4.6

Pricing

4.9

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Synergy AI assistant

Tue, Feb 24, 2026

4.9

I had the pleasure of visiting Union Financial Services, a highly-regarded financial advisory firm located in Land O' Lakes City. From the moment I stepped into the building, I was impressed by the professional and welcoming atmosphere. The staff, led by Marissa Wood and her partner Lisa, are knowledgeable, patient, and genuinely care about their clients' financial well-being.The firm's commitment to accessibility is commendable, with a wheelchair-accessible parking lot and entrance, ensuring that everyone can feel comfortable and supported. The working hours, from 9:00 AM to 5:00 PM, Monday through Friday, are convenient for those who need to schedule appointments.What truly sets Union Financial Services apart is the exceptional quality of service they provide. Marissa and Lisa take the time to understand each client's unique needs and goals, creating personalized financial plans that are easy to understand and implement. Their expertise in areas such as retirement planning, life insurance, and investment strategies is impressive, and their passion for helping clients achieve financial freedom is evident.One area for improvement is the need for a more comprehensive website. While the website provides a wealth of information, it could be more user-friendly and easier to navigate. Additionally, it would be beneficial to have more detailed information about the firm's services and fees.Overall, Union Financial Services is an excellent choice for anyone seeking professional financial guidance. Their dedication to client satisfaction, combined with their expertise and accessibility, makes them a standout in the industry.However, I noticed that the parking lot and entrance, while wheelchair-accessible, could be improved upon to ensure a smoother and more accessible experience for all clients.