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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 help 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 LPL Financial, Inc. Member FINRA / SIPC. Investment advice offered through Unified Wealth Management, a registered investment advisor and separate entity from LPL Financial.

LPL Financial, Inc. does not offer or solicit tax or legal advice.

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 stability and greater satisfaction.

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

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.
© 2011 Unified Financial Services, LLC. All rights reserved.
 Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice and financial planning offered through Unified Wealth Management,
- a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this site
may only discuss and/or transact securities business with residents
of the following states: AZ, CA, CO, CT, FL, IL, IA, IN, LA, MD, MA, MN, MO,
MT, NJ, NM, NY, ND, OK, PA, RI, SC, TX, and VA.