Unique Financial Advisors & Tax Consultants of New York
Contact Information
-
Address
26 Broadway f8, New York, NY -
Phone
(646) 916-4620 -
Website
uniquefinancialadvisors.com
Location
About Unique Financial Advisors & Tax Consultants of New York
Unique Financial Advisors & Tax Consultants is a financial planner in New York, NY. The firm provides customized financial planning, investment management, and tax services for busy professionals and mid-career families. Serving clients through offices in New York City, Holmdel, Iselin, and Princeton, the firm holds a 5.00 rating.
The firm operates as a fee-only fiduciary, meaning they are paid only by clients and do not accept commissions from investments or financial products. Owner Vid Ponnapalli, MS, CFP, EA, founded the company in 2014 to provide unbiased advice and specialized tax planning to help clients organize wealth and reduce taxes. Their services include managing cash flow, estate planning, and creating roadmaps for goals such as retirement and college education savings.
The business maintains a well-optimized website that search engines read cleanly.
Unique Financial Advisors & Tax Consultants provides dedicated, personalized guidance to help New York professionals achieve financial wellness and long-term success.
More Financial Planner in New York, New York
- Stonebridge Financial Group, LLCBizScore 65
- Francis Financial, Inc.BizScore 62
- Park Avenue Financial AdvisorsBizScore 61
- Manhattan Wealth Management GroupBizScore 61
- Octagon Credit Investors LLCBizScore 59
- Curtis Pope, CFP | Certified Financial Planner | Financial AdvisorBizScore 58
- Midas Wealth - Private Client GroupBizScore 58
- Wealthspire of New YorkBizScore 56
Browse: Businesses in New York, NY · Financial Planner in New York · Businesses in New York
AI engine reads
Read by AI engines 7 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business