Home Company Info Locations Our Services Client Center Charity Events Contact Disclosures Privacy Policy

Welcome to Unified Financial Services!

Unified Financial Services is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.

We encourage clients and potential clients to learn more about the services we provide by exploring our site. Please feel free to contact us via E-mail or Phone, should you desire additional information about our firm or have any questions.

Our mission:
"Enriching the lives of our clients and their families."

Supporting business principles:

  1. Providing extraordinary attention to client care
  2. Offering unbiased, independent advice given with the highest degree of honesty and integrity
  3. Embracing a spirit of constant and never-ending improvement
  4. Succeeding together as a team
  5. Giving back to our community through charitable works

 

Securities offered through GunnAllen Financial, Inc. Member FINRA / SIPC. Investment advisory services offered through Unified Wealth Management.

GunnAllen Financial, Inc. does not offer or solicit tax or legal advice. GunnAllen Financial, Inc. is an FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This website is published in the United States for residents of the United States. GunnAllen Financial, Inc. is a member of the Securities Investor Protection Corporation (SIPC).

GunnAllen Financial professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local GunnAllen office for information and availability. Products and services mentioned in this website may not be available in all states. To request information, contact your GunnAllen Financial, Inc. investment professional. GunnAllen Financial, Inc. is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice.

PrivacyPolicy / Legal Notice



UFS’s comprehensive, unique business model coordinates the five core financial services under one roof:

Taxes
Let us prepare and submit your yearly tax documents and help you send less to the IRS!

Retirement
Our retirement professionals are adept at helping clients put together strategic retirement plans that provide personal security and peace of mind.

Estate Planning
Our thoughtful estate planning ensures that the competent facilitation of our clients’ legacy.

Insurance
We offer a spectrum of insurance tools designed to protect you and your loved ones… and pass more wealth to your family.

Investments
Our financial team utilizes a wide array of investment tools to create an individualized investment portfolio built with your values and dreams in mind.

© 2007 Unified Financial Services, LLC. All rights reserved.
Arizona Site Design by MissionE
Securities offered through GunnAllen Financial, Inc. member FINRA / SIPC