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Unique Financial Advisors & Tax Consultants
- Financial Services
- Holmdel, NJ
About this business
Unique Financial Advisors is a one-stop source for all your Financial needs. We provide Customized Financial Planning and Investment Management, and Tax services for Busy Professionals. Exceptional client service is at the forefront of our agenda. We will take the time to listen to you and answer all your questions.
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. |
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
Vid is a wonderful financial advisor! He always has great advice but is not pushy. He prioritizes his clients and is always available! He’s very educated and has really helped us figure out the best way to make our money work for us and set us up for financial success and security in the future.
I recently partnered with Unique financial advisors, and I’m beyond impressed with the exceptional service and personalized guidance they provide. They took the time to understand my financial goals and crafted a strategy that aligns perfectly with my needs. What truly sets them apart is their professionalism, transparency, and ability to explain complex financial concepts in a clear, approachable manner. I always feel well-informed and confident about my financial decisions, thanks to their expert advice and proactive suppo... 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 33 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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