General Info

Welcome to Unified Financial Services! Unified Financial Services is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise. We encourage clients and potential clients to learn more about the services we provide by exploring our site. Please feel free to contact us via E-mail or Phone, should you desire additional information about our firm or have any questions. Securities offered through LPL Financial, Inc Member FINRA / SIPC. Investment advice offered through Unified Wealth Management, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Connecticut, Florida, Illinois, Iowa, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Montana, New Jersey, New Mexico, New York, North Dakota, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia.