Unique Financial Advisors & Tax Consultants

Unique Financial Advisors & Tax Consultants is a fee-only financial planning firm located in Holmdel, NJ, with satellite offices in Iselin, Princeton, and Manhattan. Led by Vid Ponnapalli, a Certified Financial Planner (CFP) and Enrolled Agent (EA), the company specializes in providing customized financial planning, investment management, and tax services for busy professionals. With a commitment to unbiased advice and no asset or income minimums, Unique Financial Advisors aims to help clients navigate through life's financial decisions and achieve their long-term financial goals. The firm offers a range of services, including financial planning, investment management, and tax preparation. They assist clients in creating a roadmap to achieve their financial goals, manage their investments in a low-cost and tax-efficient manner, and organize their finances for financial success. With a focus on exceptional client service and ethical, trusted relationships, Unique Financial Advisors strives to provide personalized and dedicated service to each client.

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