Unifi Advisors
Home
Account Access
The Unifi Advisors Team
The Unifi Wealth Process
Contact
More
  • Alternate Roth Conversion
  • The Legacy IRA
  • Collector Car Estate Plan
  • 6 Storms Special Report
  • PA STATE RETIREMENT.COM
Unifi Advisors
Home
Account Access
The Unifi Advisors Team
The Unifi Wealth Process
Contact
More
  • Alternate Roth Conversion
  • The Legacy IRA
  • Collector Car Estate Plan
  • 6 Storms Special Report
  • PA STATE RETIREMENT.COM
More
  • Home
  • Account Access
  • The Unifi Advisors Team
  • The Unifi Wealth Process
  • Contact
  • More
    • Alternate Roth Conversion
    • The Legacy IRA
    • Collector Car Estate Plan
    • 6 Storms Special Report
    • PA STATE RETIREMENT.COM
  • Home
  • Account Access
  • The Unifi Advisors Team
  • The Unifi Wealth Process
  • Contact
  • More
    • Alternate Roth Conversion
    • The Legacy IRA
    • Collector Car Estate Plan
    • 6 Storms Special Report
    • PA STATE RETIREMENT.COM

717-695-3401

We bring your financial life together

We bring your financial life togetherWe bring your financial life togetherWe bring your financial life together

#Unifimyplan

717-695-3401

We bring your financial life together

We bring your financial life togetherWe bring your financial life togetherWe bring your financial life together

#Unifimyplan

Welcome to Unifi Advisors!

During my career I have watched the financial services industry evolve, moving from information held in the hands of a few, with minimal options, to an almost unlimited choice of services and providers. There is an app or site for anything these days. 


Most of us deal with a confusing mess of multiple companies and services, never quite knowing if you've chosen your best options.

 

it's information overload from an industry designed to confuse you. 


About Us

Unifi Advisors will simplify your financial life by bringing it all together.

 We work with a select group of clients, successful professionals, executives, business owners and retirees.  

Enabling them to make the decisions necessary for their vision of a successful retirement lifestyle and 

leave the legacy they desire.

  

Lifestyle and Legacy are two sides of the same coin and too often one of these is left unplanned. 


We analyze what you have now, and identify the opportunities and obstacles in front of you. 

With our unique Unifi Wealth Planning Process that helps reduce taxes, address today's needs, and 

create your vision for tomorrow. 


Our Team Based Model integrated with a Virtual Family Office of professionals from across the country brings another level of capability and depth of knowledge to your planning previously unavailable. 


You can be confident with the peace of mind that comes from the knowledge that you are getting exactly what is necessary for you and your families financial future.

 

New Book, on sale now!

Retire Like a Shark

  Look for my new book "Retire Like a Shark" 

co-authored with the original Shark from TV's Shark Tank, Kevin Harrington. Available on Amazon.

  


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"The path to success is to take massive determined action."

-Tony Robbins


Determining your goals is hard to do, but it's what most planning forms ask. 

We like to say "You can't read the label, if you inside the bottle."


Your vision however is different, it's the result of your story. 

We listen to the story of who you are, and help you write the happy ending.


Unifi Advisors LLC

2000 Linglestown Rd, Suite 305 Harrisburg, PA 17110

717-695-3401 info@unifiadvisors.com

Hours

Monday - Friday: 9am - 5pm



Disclosures

  Advisory services provided by NewEdge Advisors, LLC doing business as Unifi Advisors LLC, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
 

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place. 


 Financial Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. 

Copyright © 2024 Unifi Advisors - All Rights Reserved.

  • Home
  • Account Access
  • The Unifi Advisors Team
  • The Unifi Wealth Process
  • Alternate Roth Conversion
  • The Legacy IRA
  • Collector Car Estate Plan
  • PA STATE RETIREMENT.COM

#Unifimyplan

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