Unique Financial Services

Finance · Puerto Rico, United States · 1-10 Employees

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Overview

Headquarters

4013 Haciendas Del Monte, Coto Laurel, P...

Phone Number

(787) 421-3535

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Unique Financial Services

Unique Financial Services offers personalized financial planning and wealth management services, focusing on retirement plans, annuities, and personal finance. With over 31 years of experience in business development and 25 years in the financial planning and insurance industry, they aim to help clients from all economic backgrounds achieve financial freedom. They create tailored financial plans that incorporate budgeting, debt management, and retirement planning, while utilizing a multidisciplinary team for comprehensive support. Their target clients include individuals seeking financial guidance and security to ensure a prosperous future.Explore more
Unique Financial Services's Social MediaPopular SearchesUnique Financial Services LLCUnique Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Unique Financial Services Org Chart

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VD
United States flag for contact location.

Finance Advisor

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Unique Financial Services

<$5M
1-10
Private
-
2016
VD
Vandana DubeyFinance Advisor
$14.9M
11-50
Private
-
2003
MM
Morales MoisesVice President De TI, PF Y Seguridad
<$5M
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Private
<$5M
1999
<$5M
1-10
Private
-
2010
MS
Melissa SalazarDirector, Business
<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2017
JG
Jose GomezAuthor and Business Consultant
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Unique Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Unique Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Unique Financial Services.

Unique Financial Services Tech Stack

A closer look at the technologies used by Unique Financial Services

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Frequently Asked Questions Regarding Unique Financial Services

What is Unique Financial Services's official website?
Unique Financial Services's official website is www.uniquefinancialservicespr.com
What is Unique Financial Services's Revenue?
Unique Financial Services's revenue is <$5 Million
What is Unique Financial Services's SIC code?
Unique Financial Services's SIC: 62,628
What is Unique Financial Services's NAICS code?
Unique Financial Services's NAICS: 52,523
How many employees does Unique Financial Services have?
Unique Financial Services has 1-10 employees
What industry does Unique Financial Services belong to?
Unique Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Unique Financial Services competition?
Unique Financial Services top competitors include: Ifinsa Sc, Cooperative De Ahorro Y Credito De Barranquitas, GBX Resources, Family Wealth Management
What technology does Unique Financial Services use?
Some of the popular technologies that Unique Financial Services uses are: Cloudflare Website Optimization, Sentry, F5 BIG-IP Platform, GoDaddy DNS
How do I contact Unique Financial Services?
Unique Financial Services contact info: Phone number: (787) 421-3535 Website: www.uniquefinancialservicespr.com
What does Unique Financial Services do?

Unique Financial Services offers personalized financial planning and wealth management services, focusing on retirement plans, annuities, and personal finance. With over 31 years of experience in business development and 25 years in the financial planning and insurance industry, they aim to help clients from all economic backgrounds achieve financi... al freedom. They create tailored financial plans that incorporate budgeting, debt management, and retirement planning, while utilizing a multidisciplinary team for comprehensive support. Their target clients include individuals seeking financial guidance and security to ensure a prosperous future.Read More

What are Unique Financial Services social media links?
Unique Financial Services Linkedin page Unique Financial Services Facebook page
Is Unique Financial Services a public company?
Unique Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Unique Financial Services

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