Vid Ponnapalli, MS,CFP®,EA
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Unique financial advisors is a proud fiduciary financial planning firm located in holmdel, new jersey serving clients locally, and across the country. We provide customized financial coaching, investment management, and tax services for busy professionals.
Are you looking for a qualified, trustworthy, fee-Only financial advisor?
We are a one-stop source for all your financial needs. We provide financial Planning, investment management, and tax preparation services.
Retirement Planning, Insurance Review, Collge Savings Analysis, Estate Planning, Financial Goals, Investment Analysis
Investment Analysis, Set Goals & priorities, Asset Allocation, Portfolio Rebalancing, Consolidate Accounts
Identify Tax Saving Opportunities, Future Tax Projections, Tax Planning strategies, Tax Preparation, Help with Tax issue resolutions
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The Latest from Vid’s Blog
End of the year is the best time to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to improve. If you agree, here are seven ways to get you on a firm financial footing. Let’s discuss.
While the future of Social Security may be uncertain, it is essential to understand the facts about Social Security. Let’s explore the seven biggest myths circulating today about Social Security to set the record straight.
Estate planning is an intimate subject. At a minimum, basic estate documents such as wills, financial power of attorney, medical power of attorney should make it to everyone’s must-have list.
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999 Palmer Avenue, Ste 5
Holmdel, NJ 07733
+1 732 615 0380