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Business Profile

Retirement Planning Services

Unity Financial Advisors

About

About This Business

Unity Financial Advisors provides financial advisory and planning services, including retirement planning, investment management, tax planning, and risk management solutions. The company assists clients with developing customized financial strategies through a structured process involving preparation, analysis, and ongoing portfolio monitoring.

BBB Accredited Since: 2/23/2018

Years in Business: 12

Business Details

Local BBB:
BBB of Michigan
BBB File Opened:
2/13/2018
Business Started:
5/15/2014
Business Started Locally:
5/15/2014
Business Incorporated:
5/15/2014
Type of Entity:
Corporation
Business Management:
Ms. Tamika George, Office Manager

Additional Contact Information

Customer Contacts
Ms. Tamika George, Office Manager
Fax numbers
Primary Fax: (248) 460-4401
Additional Phone Numbers
Other Phone: (248) 885-8178
Other Phone: (248) 792-6077

Additional Information

Other Resources
Michigan Department of Insurance & Financial Services (DIFS)
530 W Allegan Street, 7th Floor
Lansing MI 48933
Phone Number: 877-999-6442
https://www.michigan.gov/difs/about/contact-info
[email protected]

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