Unity Financial Group is an independent financial services firm dedicated to helping individuals and families pursue their financial goals. Founded on the principle of providing personalized, client-first service, the company offers a comprehensive range of services including investment management, retirement planning, financial planning, and insurance strategies. They operate as an independent firm, partnering with LPL Financial as their broker-dealer, which allows them to offer a wide array of non-proprietary financial products and services.

Founded in

United States