BBB Accredited Business Profile

Unified Wealth & Retirement Planning

Unified Wealth & Retirement Planning

(260) 338-2379

Unified Wealth & Retirement Planning

11 years in business
10305 Dawsons Creek Blvd STE C Bldg 1
Fort Wayne, IN 46825-1914
Fax Numbers
  • (260) 338-2567
Additional Email Addresses
  • marsha@unifiedwealthplanning.com
  • tammy@unifiedwealthplanning.com
BBB File Opened: 04/23/2007
Business Started: 05/01/2006
Business Started Locally: 01/01/2005
Business Incorporated: 06/04/2007 in IN
Type of Entity
Corporation
Business Management
  • Ms. Marsha Harris, President/Owner
  • Ms. Tammy Farrell, Executive Assistant
Business Category
  • Financial Planning Consultants
  • Health Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Annuity
  • Investment Advisory Services
  • Retirement Planning Services
  • Financial Services

Products & Services
Strong focus on Income Planning; Wealth Management; 401k Management Solutions; Social Security Maximization; Life Insurance, Annuities & Long-Term Care Alternatives
Service Area
Indiana, Michigan, Ohio
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

We are an independent, comprehensive financial planning firm, dedicated to helping our clients achieve their financial goals. Our objective is to help you unite your dreams, life goals, current financial situation and retirement objectives.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
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Unified Wealth & Retirement Planning

Unified Wealth & Retirement Planning

BBB ACCREDITATION SINCE 05/10/2007

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