Building Financial Futures
Since Our Founding
Union Point Financial is a comprehensive financial services firm dedicated to empowering individuals, families, business owners, and real estate investors with strategic solutions that protect, grow, and optimize wealth.
A Legacy of Trust and Strategic Partnership
Union Point Financial was founded with a clear vision: to create a financial services firm that goes beyond transactions to build lasting relationships and deliver comprehensive solutions tailored to each client's unique goals.
What began as a residential mortgage company has evolved into a full-service financial institution serving both individual and business clients. Through strategic growth and a commitment to excellence, we've expanded our capabilities to include commercial financing, insurance solutions, retirement planning, tax advisory, and business brokerage services.
Today, Union Point Financial stands as a trusted partner for thousands of clients, supported by a family of specialized subsidiaries that deliver expert guidance across every aspect of financial planning and wealth management.
Key Milestones
Union Point Financial Established
Founded with a mission to provide personalized residential mortgage solutions and build lasting client relationships based on trust and transparency.
Insurance & Retirement Services Launch
Expanded service offerings to include life insurance, final expense coverage, and retirement planning solutions including annuities and income strategies.
Commercial Finance Division Created
Launched Union Point Commercial Finance to serve business owners and real estate investors with commercial mortgages, business loans, and investment property financing.
Advisory & Brokerage Services Added
Introduced UP Tax Advisory and UP Exit Advisors to provide comprehensive business structuring, tax strategy, and business brokerage services for entrepreneurs and investors.
Full-Service Financial Partner
Now serving thousands of clients with a complete suite of financial solutions through seven specialized subsidiaries, delivering integrated strategies for individuals, families, business owners, and investors.
Mission, Vision & Values
Our Mission
To empower individuals, families, and businesses with comprehensive financial solutions that protect their assets, grow their wealth, and optimize their financial future through personalized guidance and strategic partnership.
Our Vision
To be the most trusted and comprehensive financial services partner, recognized for delivering integrated solutions that create lasting value and financial security for every client we serve.
Our Values
Integrity, transparency, client-first approach, continuous innovation, expert guidance, long-term relationships, and unwavering commitment to excellence in every interaction.
Integrity
Honest, ethical guidance in every decision
Client-First
Your goals drive our strategies
Innovation
Cutting-edge solutions for modern needs
Partnership
Long-term relationships built on trust
Leadership & Expertise
Our leadership team brings decades of combined experience in financial services, mortgage lending, insurance, tax strategy, and business advisory.
Michael Anderson
Chief Executive Officer
Over 20 years of experience in financial services and mortgage lending, leading strategic growth and client relationship management.
Sarah Mitchell
Chief Financial Officer
Expert in financial strategy, risk management, and operational excellence with extensive background in commercial finance.
David Chen
VP of Commercial Services
Specializes in commercial real estate financing, business lending, and investment property solutions for entrepreneurs and investors.
Why Choose Union Point Financial
We deliver more than financial services—we provide strategic partnership and comprehensive solutions designed for your success
Relationship-Driven Approach
We take the time to understand your unique situation, goals, and challenges. Our personalized approach ensures every solution is tailored to your specific needs and long-term objectives.
Comprehensive Solutions
From mortgages and insurance to business financing and tax strategy, we offer integrated services under one roof. This holistic approach creates synergies and simplifies your financial management.
Proven Expertise
Our team brings decades of combined experience across residential and commercial lending, insurance, retirement planning, tax advisory, and business brokerage. You benefit from deep industry knowledge and proven strategies.
Long-Term Partnership
We're not just here for a single transaction. We build lasting relationships and serve as your trusted financial partner through every stage of your personal and business journey.
Are You a Professional
Who Serves Clients?
We partner with Bankers, CPAs, Attorneys, Real Estate Agents, and Financial Advisors who want to expand the value they deliver — without adding to their workload.
Our Professional Referral Network connects your clients to trusted financial solutions across mortgages, insurance, business financing, retirement planning, and more. You stay informed every step of the way.
- Expand your client value without adding workload
- We protect your client relationships — always
- Reciprocal referral opportunities available
- Transparent communication throughout every deal
Building better outcomes through strategic partnerships
Who We Work With
7+
Service Areas
100%
Transparency
Fast
Response Time
Ready to Partner with Us?
Let's discuss how Union Point Financial can help you achieve your financial goals