What is a Financial Planner?A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.
Financial ProductsHere are a few of the financial products we assist clients with:
You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today. |
Financial Planning
Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.
Licensed in New Jersey, New York and Pennsylvania
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Contact UsUnified Insurance Agency, Inc
28 Village Rd N Ste 2R Brooklyn, New York 11223-3838 (718)-336-0808 Click Here to Email Us |
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