Unity Financial Services helps clients realize their dreams and work towards their financial goals through customized financial planning strategies. Financial Services offers customers assistance in the following areas:

Financial Planning

  • Bonds
  • Common Stock
  • Educational IRA
  • Treasury Notes
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Treasury Bills
  • Simple IRA
  • Government Securities
  • Variable Annuity


  • Retirement Plans
  • Tax Plans
  • 401 (K) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • 403(b) Planning
  • Profit Sharing Plans

Contact Our Financial Planner

Securities offered through LPL Financial, member FINRA, member SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through The Private Advisor Group, a registered investment advisor and a separate entity from LPL Financial.

Unity Bank and Unity Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: New Jersey, New York, Pennsylvania, Florida, Texas.


  • Not FDIC Insured
  • Not Bank Guaranteed
  • May Lose value
  • Not Insured by any Federal Government Agency
  • Not a Bank Deposit