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At Union Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Lisa Green

Financial Professional

(609) 332-7773

Lisa is a licensed Insurance Agent specializing in risk-adverse investments and long term care planning. She is dedicated to providing professional yet personal service to every client at Union Financial Services. Lisa enjoys growing...
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Marissa Green Wood

Investment Advisor Representative

(609) 332-1613

Marissa is licensed as an Investment Advisor Representative and a Life and Health Insurance Agent. She specializes in developing organized and easy to follow financial plans. As a young professional, she is motivated to keep Union...

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Ed Green

Financial Professional

(856) 461-4999

Ed has been working in the finance and insurance industries for over 30 years. Ed has always strived to be an expert at whatever task or job he has faced in life. As a young man of 11 years old, Ed earned the honor of being the...
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