Unique Financial Advisors
Financial Services, 999 Palmer Avenue, Holmdel, , 7733, New Jersey, United States, 1-10 Employees
Who is UNIQUE FINANCIAL ADVISORS
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, ...
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Headquarters: 999 Palmer Avenue, Holmdel, New Jersey, 7733, United States
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Date Founded: 2014
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Similar Companies to Unique Financial Advisors
The GenWealth Group
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1-10
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$ 5 Million to 10 Million
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Frequently Asked Questions Regarding Unique Financial Advisors
Answer: Unique Financial Advisors's headquarters are located at 999 Palmer Avenue, Holmdel, , 7733, New Jersey, United States
Answer: Unique Financial Advisors's official website is https://uniquefinancialadvisors.com
Answer: Unique Financial Advisors's revenue is Under $1 Million
Answer: Unique Financial Advisors's SIC: 6282
Answer: Unique Financial Advisors's NAICS: 523940
Answer: Unique Financial Advisors has 1-10 employees
Answer: Unique Financial Advisors is in Financial Services
Answer: Unique Financial Advisors top competitors include: The GenWealth Group
Answer: Unique Financial Advisors contact info: Phone number: Website: https://uniquefinancialadvisors.com
Answer: 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. Vid Ponnapalli, MS, CFP, EA is the owner/Founder of Unique Financial Advisors. Here is Vid's story: 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. We needed help organizing our financial life; We needed financial advice, so we could achieve our goals! We looked around but could not find an unbiased financial advisor who would put our interest before his/hers. Fast forward: Five years later, I approached a financial advisor for help with Investment Management. His firm insisted that I need a minimum of $1million to become a client. I was not ready to commit that much money to start a new advisory relationship. Again, I could not find the financial advisor I was looking for! That is when I realized that busy, mid-career professionals are under-served by traditional financial planning methods. I wanted to contribute and change this paradigm. The result: I launched Unique Financial Advisors in 2014 with a commitment to provide fee-only financial advice with no asset or income minimums. If this fits your vision, too, please visit my website to learn more. On a personal note my beautiful wife, Maha and I live in Holmdel, New Jersey. Our three young boys are on their path to settling down in life. When I am not working, I enjoy hiking, skiing, and spending time with family.
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