LPL Financial

Union Capital Wealth is a comprehensive and fully independent financial services firm located in Monroe, NC. Founded in 2008, they are dedicated to helping their clients achieve financial independence through a consultative process that includes wealth management, advanced planning, and client relationship management. They work with a select number of clients, including small business owners, retirees, widows, executives, and the affluent in Monroe, Union County, and the greater Charlotte area.

With a focus on delivering extraordinary service and assisting clients in making informed financial decisions, Union Capital Wealth strives to provide a world-class wealth management experience. They offer a range of services, including annuity, long-term care insurance, life insurance, disability income insurance, and 401(k) information. Whether you are nearing retirement or a successful small business owner, Union Capital Wealth aims to add value to your unique financial situation.

Generated from the website