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Are you a busy professional committed to take control of your financial future? Let us help you achieve your goals!

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Vid Ponnapalli, MS,CFP®,EA

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Choose a Fiduciary Financial Advisor Who Has No Conflicts of Interest

Unique financial advisors is a 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.

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

College Savings Analysis, Employee Benefits review,  Retirement Planning, Financial Goals, Investment Analysis, Estate Planning,  Insurance Review, Debt Management

Investment Management

Investment Analysis, 401(K) Reviews, Asset Allocation, Tax Efficiency, Portfolio Rebalancing, Consolidate Accounts, Set Goals & Priorities, Develop IPS

Tax Related Services

Identify Tax Saving and Deferring Opportunities, Future Tax Projections, Recommend 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 Instant Feedback on your current situation.

Working with Generation X families is our speciality

Get In Touch

13 + 8 =

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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