Union North Financial Management

Highly recommend their services. Union North and their staff treat you like you are part of the family. Every year I look forward to my meeting(s) with my advisor Oriana not only to review my investments, but also to catch up with her. If ever I have questions, I almost always have an answer that same day and usually within an hr or two at the most. They have grown my portfolio to a spot where I am very satisfied and looking at early retirement. A+ in my books!

We have been clients of Oriana's since 2012, she has been extremely helpful in advising us on how to plan for the future. Oriana always takes the time to make suggestions on what is in the best interest for both our future plans as well as our current family needs. She ensures that we understand where our money is being invested at all times. We have already referred her to other family members (as well as friends), and will continue to suggest to others that they connect with her (or anyone from the Union North team) for their investment/retirement plans.
Dave & Monica

I have been a client since 2008, and am very happy with Union North. Recently, I was considering purchasing a home and Oriana was so helpful and supportive throughout the entire process. They have always been very transparent, honest and helpful with any questions I have had. They are quick to reply, and very knowledgeable. I am extremely satisfied with their service. Great Company!
Carly Dohanich

We have been clients for approximately 10 years and are extremely happy with their level of service. They are very approachable, easy to talk with and extremely prompt in their response to any questions or concerns we might have.They are a great company to do business with - reliable and trustworthy.