Unique Financial Advisors
Unique Financial Advisors
Unique Financial Advisors brings professional accounting expertise to the New York, NY community. The team holds professional credentials including cfp, mba. Reach them at 6469164620 or email info@unique.financial. Visit their website to learn more about their work. Located at 26 Broadway 8th Fl. Led by Meet Our, fast forward: I realized that busy, mid-career professionals are under-served by traditional financial planning methods. I wanted to fix this paradigm, so I launched Unique Financial Advisors in 2014 with a commitment to provide fee-only financial advice that didn’t put all the focus on the amount of assets under management. Professional credentials include CFP, MBA. Located at 26 Broadway 8th Fl. Reach them at 6469164620. Visit their website for more details on services and portfolio.
How We Scored Unique Financial Advisors
- Google Rating
- N/A/5 → 0/25 pts
- Review Volume
- 0 reviews → 0/15 pts
- Credentials
- EA, CFP, MBA → 8/20 pts
- Press Recognition
- 0 mentions → 0/15 pts
- Web Presence
- 7/10 pts
- Experience
- 5 years → 0/10 pts
- Profile Completeness
- 8/5 pts
Key facts
- Founded
- 2021
- Team size
- 1
- Based in
- New York, NY
- Address
- 26 Broadway 8th Fl
- Website
- https://uniquefinancialadvisors.com/
- Phone
- 6469164620
- info@unique.financial
- Certifications
- EA
- CFP
- MBA
Frequently asked questions
- What services does Unique Financial Advisors offer?
- Unique Financial Advisors's specific services are not yet catalogued in our directory. Review the firm's website at https://uniquefinancialadvisors.com/ or contact the firm directly for their current service offerings.
- What credentials does Unique Financial Advisors hold?
- Unique Financial Advisors holds the following credentials: EA, CFP, MBA. These are verified against public professional registries.
- Where is Unique Financial Advisors located and what areas do they serve?
- Unique Financial Advisors is based in New York, NY. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact Unique Financial Advisors?
- To engage Unique Financial Advisors: Visit https://uniquefinancialadvisors.com/ to review their services, or call 6469164620, or email info@unique.financial. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.