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  1. US
  2. NY
  3. New York
SUMMARY   Services Excellence Summary

Unique Financial Advisors, a fiduciary financial planning firm based in New Jersey serving clients across the state and locally. Our company is your one-stop shop for financial services. For busy professionals, we offer customized, personalized financial planning and investment management. We pride ourselves on exceptional client service. Financial planning should not be viewed as a one-time task. It is not about handing you stacks of paperwork to read. This is all about working with you to empower you with the information and tools you need in order for you to make good financial decisions and achieve your financial goals throughout your entire life. We start by preparing an initial plan that includes recommendations for all areas of your financial life. Then, we work closely with you and provide unlimited access to your time to assist you in executing our plan recommendations. Each quarter, we will meet to review the progress of your plan and make adjustments as necessary.

 

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Unique Financial Advisors & Tax Consultants Reviews: 2. Average Rating: 5.0
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