Union Financial Inc. 

One primary aim of all union organizations is to align our efforts with your financial goals as an IBEW member, both present and future. This objective has guided us towards our collaboration with Union Financial. As part of this partnership, Union Financial offers a complimentary retirement assessment to all active members of IBEW Local 965. Since the early 2000s, Union Financial has been instrumental in assisting our members to not only reach retirement but also to ensure they are financially secure and protected during this phase of their lives. A significant aspect of this collaboration is that Union Financial Advisors are also union members of IBEW, fostering an additional layer of trust and commitment ingrained in our shared values and principles. Should you have any inquiries about the Union Financial program, or if you are seeking an advisor in your vicinity, please do not hesitate to contact our office at 608-274-5600. For more information, you are welcome to follow the provided link.

Note from the the team members of Union Financial, Inc.:

We know planning for retirement can be a challenge.  We have a dedicated team that is set up to assist union brothers and sisters in planning for their retirement and the unexpected along the way.  Union Financial is organized under IBEW Local 965* and we have intimate knowledge of the benefits that are provided through your locals.  We take pride in making sure everything is done right the first time.  By working with the companies of Principal Financial Group®, we are able to help union members find a financial strategy that fits their needs and budget.  We work diligently to make sure all clients, no matter their needs, are taken care of in an honest and professional manner.

* The IBEW Local 965 is not an affiliate of any member of Principal Financial Group® (Principal®) and Principal does not recommend or sponsor any individual internal/outside organization.  IBEW Local 965 members assume responsibility for their financial decisions.