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Unique Financial Advisors & Tax Consultants
- Financial Services
- Holmdel, NJ
About this business
Location details
999 Palmer Ave #5, Ste 5, Holmdel, NJ, 07733, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 11:00 a.m. to 8:00 p.m. | |
| Tue | 11:00 a.m. to 8:00 p.m. | |
| Wed | 11:00 a.m. to 8:00 p.m. | |
| Thu | 11:00 a.m. to 8:00 p.m. | |
| Fri | 11:00 a.m. to 8:00 p.m. | |
| Sat | 11:00 a.m. to 6:00 p.m. | |
| Sun | 11:00 a.m. to 5:00 p.m. |
We have been clients of Unique Financial Advisors for approximately a year and our experience has been outstanding. Our advisor has assisted us in organizing and streamlining our financial portfolios, developing a comprehensive plan for financial security and retirement, and continues to manage our investments with meticulous attention. Their expertise in tax planning and ongoing guidance for our finances, insurance, and other life matters has been extremely valuable. We are truly seeing the positive impact of their support ... read more
Vid and team have been providing financial advice and guidance for me for almost 2 years. I am kept abreast of my status, aware of my options, and involved in the decision-making process. I feel confident that I am in good hands financially.
Vid Ponnapalli is an outstanding financial advisor. He listened closely to all of our financial concerns, used an advanced secured computer program to collect our financial data, and created a solid plan for our future expenses. He was professional, knowledgeable, and caring. I highly recommend Unique Financial Advisors for anyone looking for clarity in their present and future life plan.
Impressive, Attentive, Knowledgeable and an Excellent listener. I have a somewhat complicated financial situation. I live in one state and own a business in another, while looking to become a resident somewhere else. Vid was able to help structure a solid game plan and help me with my short term and long-term goals. I was skeptical when setting up the original appointment, however I am very happy that I did. I highly recommend Vid and his firm for all of your Financial, Estate Planning, and Wealth Management needs.
I've had the pleasure of working with Vid Ponnapalli at Unique Financial Advisors for over 2 years, and I can confidently say he is one of the most knowledgeable and trustworthy financial advisors I’ve encountered. His personalized approach, deep understanding of financial planning, and ability to explain complex concepts in a clear and relatable way have been incredibly valuable. From the very beginning, Vid took the time to truly understand our financial goals and priorities. Whether it was investment strategy, retirement ... read more
Frequently asked questions about Unique Financial Advisors & Tax Consultants
How is Unique Financial Advisors & Tax Consultants rated?
Unique Financial Advisors & Tax Consultants has a 4.9 star rating with 35 reviews.
When is Unique Financial Advisors & Tax Consultants open?
Unique Financial Advisors & Tax Consultants is closed now. It will open at 11:00 a.m.
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