Tampa
Unify Financial Advisors
20.84
20.84
Overview
Unify Financial Advisors is built on serving the community. We help clients with tax efficient charitable giving strategies. Learn more…
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating
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Overall
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Unify Financial Advisors is a financial planning and advisory business that offers expert services to the community. They specialize in tax-efficient charitable giving strategies, providing valuable assistance to their clients. The team, consisting of David and Noah, is described as responsive, talented, and knowledgeable about investing. They have received praise for their professional, prompt, and friendly customer service. However, there is a concern about aggressive phone calling, as one customer reported being hung up on by a representative of this office. The financial services seem to be well-regarded by the community, although more information is needed to accurately assess their pricing. The office itself appears to be wheelchair accessible, accommodating clients with mobility needs. Overall, Unify Financial Advisors seems to offer high-quality services and is well-suited for those seeking financial guidance, but some concerns regarding phone etiquette need to be addressed.
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Categories
Financial Service
Financial Advisors
Financial advisor
Financial planner
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