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    Unique Financial Advisors

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    Description

    • Unique Financial Advisors was founded by Vid Ponnapalli, MS, CFP®, EA. Vid provides customized Financial Planning and Investment Management services for Generation X professionals. Vid's Mission is to help clients achieve financial security by providing Fee-Only Financial Planning services with a relentless focus on Personal Attention and Trust. VID's IDEAL CLIENT Families committed to organizing their financial life Mid-career executives seeking financial planning advice Young individuals requiring financial coaching Medical professionals looking for tax efficient wealth management Couples planning for Retirement Vid is located in Holmdel, NJ and serves all of New Jersey including Holmdel, Marlboro, Middletown, Colts Neck, Edison, East Brunswick, and clients Nationwide. Vid is a CERTIFIED FINANCIAL PLANNER practitioner with an MS in Personal Financial Planning. Vid is a current active member of: NAPFA (countrys leading professional association of Fee-Only financial advisors) FPA ( Financial Planning Association) XYPN (A Financial Planners network focused on Generation X and Generation Y clients) Vid is an Enrolled Agent (EA). As an EA, I can prepare your tax returns and am licensed to represent you before the Internal Revenue Service.
    • location

      Headquarters:999 Palmer Avenue Suite 5, Holmdel, New Jersey, United States

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    • Unique Financial Advisors phone

      Phone Number: +1 732-615-0380

    • Unique Financial Advisors website

      Website: https://www.uniquefinancialadvisors.com

    • Unique Financial Advisors employees

      Employees:1

    • Unique Financial Advisors revenue

      Revenue:$0 - 1M

    • Unique Financial Advisors legal name

      Legal Name:Unique Financial Advisors

    • Unique Financial Advisors's Social Media

      Unique Financial Advisors linkedin Unique Financial Advisors facebook Unique Financial Advisors twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Owner And President for Unique Financial Advisors

    Vid Ponnapalli

    Owner And President

    Person level website visitor identification

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    Vid Ponnapalli

    Owner And President

    Frequently Asked Questions regarding Unique Financial Advisors

    • Where are Unique Financial Advisors's Headquarters?

      Unique Financial Advisors's Headquarters are in 999 Palmer Avenue Suite 5,Holmdel,New Jersey,United States

    • What is Unique Financial Advisors's phone number?

      Unique Financial Advisors's phone number is +1 732-615-0380

    • What is Unique Financial Advisors's official website?

      Unique Financial Advisors's official website is https://www.uniquefinancialadvisors.com

    • What is Unique Financial Advisors's Revenue?

      Unique Financial Advisors's revenue is $0 - 1M

    • What is Unique Financial Advisors's NAICS code?

      Unique Financial Advisors's NAICS code is 523930

    • How many employees are working in Unique Financial Advisors

      Unique Financial Advisors has 1 employees

    • What is Unique Financial Advisors's Industry?

      Unique Financial Advisors is in the industry of Financial Services

    • Who is Unique Financial Advisors's Owner And President?

      Unique Financial Advisors's Owner And President is Vid Ponnapalli

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