DON’T SETTLE FOR LESS

Choose a Fiduciary Financial Advisor who has no conflicts of interest

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.

From Our Founder, Vid

My Quest for Unbiased Advice led me Here

Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement.

Our Services

We are a one-stop source for all your Financial needs. We provide Financial Planning, Investment Management, and Tax Preparation Services.

Financial Planning

Retirement Planning, Insurance Review, Collge Savings Analysis, Estate Planning, Financial Goals, Investment Analysis

Investment Management

Investment Analysis, Set Goals & priorities, Asset Allocation, Portfolio Rebalancing, Consolidate Accounts

Tax Services

Identify Tax Saving Opportunities, Future Tax Projections, Tax Planning strategies, Tax Preparation, Help with Tax issue resolutions

1-Minute Financial Assessment

In this short exercise, answer questions about yourself and your future objectives. We will analyze your Input and provide you Instant Feedback on your current situation.

Get In Touch

2 + 9 =

999 Palmer Avenue, Ste 5
Holmdel, NJ 07733

+1 732 615 0380
info@unique.financial

START YOUR JOURNEY FOR A BRIGHT FINANCIAL FUTURE... TODAY

 

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