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.
We are a one-stop source for all your financial needs. We provide financial Planning, investment management, and tax preparation services.
College Savings Analysis, Employee Benefits review, Retirement Planning, Financial Goals, Investment Analysis, Estate Planning, Insurance Review, Debt 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
999 Palmer Avenue, Ste 5
Holmdel, NJ 07733
+1 732 615 0380