Unity Financial Advisors 30400 Telegraph Road, Franklin, MI 48025
About the Business
Unity Financial Advisors is a premier institution located at 30400 Telegraph Road in Franklin, Michigan, United States. Our primary goal is to guide you towards achieving peace of mind in retirement.
At Unity Financial Advisors, we are committed to excellence in everything we do. We consider it an honor and privilege to assist our clients in making sound investment decisions that will contribute to a secure future. Our approach is relationship-driven, and we understand that each client is unique. We provide impeccable client service to minimize taxes, protect assets, and enhance our clients' lifestyle through various investment products and strategies.
Download exclusive chapters of Jaime’s latest book, "Momma’s Secret Recipe," which contains powerful financial knowledge essential for creating a successful retirement plan.
Community involvement is important to us at Unity Financial Advisors. We believe in making a positive impact in the communities we serve through financial resources, volunteering time, and donations.
Explore our educational videos on long-term care, jumpstarting your financial future, and solving your retirement puzzle.
Our ongoing process, the PLAN Success Cycle, helps us understand your financial goals and develop a plan to pursue them effectively through four phases: Prepare, Learn, Align, and Navigate.
Our Wealth CheckPoints offer comprehensive financial planning solutions across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
The Quadrant Plan customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
The Portfolio Pillars form the foundation of our investment management process, including Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
Visit us at 30400 Telegraph Road, Suite 461, Bingham Farms, MI 48025 or contact us at (248) 885-8176 for more information. Investment advisory and financial planning services are offered through Advisory Alpha, LLC, while insurance, consulting, and education services are provided through Unity Financial Advisors. Unity Financial Advisors is a separate and unaffiliated entity from Advisory Alpha.
Location & Phone number
30400 Telegraph Rd, Franklin, MI 48025, United States
Reviews
"Jaime and her staff are great. I'd definitely recommend Unity Financial to friends and family."
"I have been working with Jaime, Kyle, Tamika and the rest of the team at Unity Financial for a number of years now. Very friendly staff and full of expertise, helping me excel in my financial journey! Highly recommend!"
"I've been with Unity Financial Advisors from the begining. Couldn't be more pleased . The staff is smart and attentive, but not pushy. They really have the client's best interests in mind."
"Very professional and knowledgeable. Staff is great!"
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