About UNITY Financial Services
UNITY Financial Services, led by Jim Wade, is a financial planning and wealth management firm dedicated to helping individuals, families, and business owners achieve long-term financial security through personalized guidance and education. The firm emphasizes building lasting client relationships and developing customized strategies based on each client's financial goals and life stage. UNITY Financial Services is committed to providing trusted advice, professional expertise, and comprehensive financial solutions to help clients build, protect, and preserve their wealth.
Services
Investments Mutual Funds Managed Investments Annuities Retirement Planning Financial Planning Financial Needs Analysis College Savings Planning Investment Advisory Term Life Insurance Auto Insurance Homeowners Insurance Debt Management Financial Education & Insurance ProtectionReviews
I have been using Unity Financial for about 13 years. They have always been friendly and helpful. They have always treated me like family and always treat me like I'm their most valuable client.