Union Financial Partners Inc

I have worked with Ann Terranova for nearly a decade, and couldn't be more happy. I run a bankruptcy law firm and, in that capacity, deal with a huge amount of tax experts, estate planners, etc. Ann is head-and-shoulders above the other CFP's I've come across. She tailor makes a plan for her client, rather than trying to adopt a cookie-cutter approach, and has brought me and my wife great comfort as we planned for retirement, sent two kids off to college , and bought our first home. When we weren't qualifying for financial aid at the school our kids were attending, she moved things around so the assets, although disclosed, didn't count against the financial aid packages -- that "out-of-the-box" thinking saved us tens-of-thousands of dollars PER YEAR. Her experience is immediately apparent as is her attention and care for each person that walks in her office. I recommend her highly.
Jan 11th, 2020

Aug 19th, 2019