Unity Financial Advisors

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

30400 Telegraph Rd Ste 461, Bingham Farm...

Phone Number

(248) 885-8176

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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May
ZI Rank
1
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About Unity Financial Advisors

Unity Financial Advisors is a financial planning and investment advisory firm based in Bingham Farms, MI, dedicated to helping clients achieve peace of mind in retirement. They offer customized solutions that include investment planning, retirement planning, tax planning, legacy planning, and risk management, ensuring that services are tailored to individual client needs. The firm emphasizes community involvement and aims to make a positive impact through financial resources and volunteer efforts. Their comprehensive approach is supported by a team of professionals committed to excellence and impeccable client service.Explore more
Unity Financial Advisors's Social MediaPopular SearchesUnity Financial AdvisorsUnity FinancialUnity Financial Advisors LLCUnity Financial Advisors LtdWww UnityfinancialadvisorsSIC Code 62,628NAICS Code 52,523Show more

Unity Financial Advisors Org Chart

PhoneEmail
JL
United States flag for contact location.

Director, Research

PhoneEmail
RY
United States flag for contact location.

Director, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Unity Financial Advisors

<$5M
1-10
Private
-
2014
JL
Jon LohrDirector, Research
<$5M
1-10
Private
-
1997
JO
Janine OsterinkChief Compliance Officer
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2018
KC
Kim CrequeClient Service Advocate & Back-Office Specialist
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
2004
DE
Downing EverettProject Manager
<$5M
1-10
Private
-
2018
JS
Jeremy ShippFounder & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Unity Financial Advisors Tech Stack

A closer look at the technologies used by Unity Financial Advisors

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Frequently Asked Questions Regarding Unity Financial Advisors

What is Unity Financial Advisors's official website?
Unity Financial Advisors's official website is www.unityfinancialadvisors.net
What is Unity Financial Advisors's Revenue?
Unity Financial Advisors's revenue is <$5 Million
What is Unity Financial Advisors's SIC code?
Unity Financial Advisors's SIC: 62,628
What is Unity Financial Advisors's NAICS code?
Unity Financial Advisors's NAICS: 52,523
How many employees does Unity Financial Advisors have?
Unity Financial Advisors has 1-10 employees
What industry does Unity Financial Advisors belong to?
Unity Financial Advisors is in the industry of: Finance, Securities Trading
What is Unity Financial Advisors competition?
Unity Financial Advisors top competitors include: Kort Advisor Group, The Whisler Agency, Bollin Wealth Management, Retirement Capital Planners
What technology does Unity Financial Advisors use?
Some of the popular technologies that Unity Financial Advisors uses are: Squarespace Online Stores, Embedly, AppRiver, Adobe Typekit
How do I contact Unity Financial Advisors?
Unity Financial Advisors contact info: Phone number: (248) 885-8176 Website: www.unityfinancialadvisors.net
What does Unity Financial Advisors do?

Unity Financial Advisors is a financial planning and investment advisory firm based in Bingham Farms, MI, dedicated to helping clients achieve peace of mind in retirement. They offer customized solutions that include investment planning, retirement planning, tax planning, legacy planning, and risk management, ensuring that services are tailored to... individual client needs. The firm emphasizes community involvement and aims to make a positive impact through financial resources and volunteer efforts. Their comprehensive approach is supported by a team of professionals committed to excellence and impeccable client service.Read More

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

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