At Union National Advisors, we offer a full range of financial solutions to help you accumulate wealth, manage it and preserve it. Our array of investment products and services, along with our market knowledge, are available to help our customers achieve their financial goals. We are proud to offer a personalized approach towards helping you make the most of your portfolio.
Financial advice that’s close to home
Think of us as your community-based financial advisory service. We offer customized investment advisory services with a disciplined, focused strategy designed to help you reach and maintain your financial goals. With access to professional advice and a broad range of investment options made available through Financial Network, you can rest assured that we can tailor a program that best fits your financial needs.
Financial guidance with a proven record
Managing your wealth is as just as important as accumulating it. Which is why you should entrust your finances to the brightest, most intuitive, prudent minds in the business. Our experienced financial professionals continually enhance their market knowledge to offer a full range of financial solutions to the Lancaster community. Everything from asset allocation programs, to individually managed accounts, to tax-efficient portfolios are available close to home.
Building relationships with the right kind of service
Exceptional personalized financial service is the cornerstone of Union National Advisors. As a customer you will have your own personal financial advisor, who will not only understand your specific needs and goals in depth, but will be available to discuss your portfolio and answer any questions at any time. We are here to help Lancaster County residents make the most of their finances.
Products and services – planned and orchestrated around where you are, and where you want to be
Investment Management Services
- Individually Managed Portfolios
- Financial Planning*
- Estate Planning
- Tax Management Strategies
- IRAs
Brokerage Services*
- Full Brokerage Service
- Discount Brokerage
- Financial, Retirement, College Planning
- Insurance Products
- Mutual Funds
- Equities
- Money Market Funds
- Fixed and Variable Annuities
Retirement Plan Services for Business
- Investment Services & Strategies
- Employee Education & Communication
- Qualified & Non-qualified Plans
- Deferred Compensation Strategies
- Simple Plans, 401(k), Roth and Traditional IRAs
Insurance Services
- Life Insurance
- Long-term Care/Nursing Home Coverage
We welcome the opportunity to demonstrate how we can help you achieve your goals. Give us a call at (717) 492- 2294 to set up a meeting to discuss your needs now – and where you want your financial future to be.
*Securities and other investment products offered through Financial Network Investment Corporation, Member SIPC; Union National Community Bank, and Union National Advisors are not affiliated with Financial Network.
Not all services are available at all locations. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate Financial Network Investment Corporation advisory services agreement and Disclosure Brochure (Form ADV Part II), as provided.
NOT FDIC INSURED – MAY LOSE VALUE – NOT A DEPOSIT – NO BANK GUARANTEE – NOT INSURED BY ANY GOVERNMENT AGENCY