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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’ve been clients for just under a year, and we truly can’t say enough good things about working with Vid!! From the very beginning, he helped us get back on track and provided practical, thoughtful advice that set us up for long-term success. He’s been instrumental in helping us feel confident about our financial future. Vid is always available to talk things through, incredibly attentive, and genuinely kind every step of the way. What stands out most is that he never judges, he’s truly passionate about helping people succ... read more
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.
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 36 reviews.
When is Unique Financial Advisors & Tax Consultants open?
Unique Financial Advisors & Tax Consultants is closed now. It will open tomorrow at 11:00 a.m.
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