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
  • SEP IRA
  • Simple IRA
  • Government Securities
  • Variable Annuity

Investments

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

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
 

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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.


INVESTMENTS AND/OR INSURANCE PRODUCTS OFFERED:

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