Tampa
Unique Wealth
4.06
4.06
Overview
Unique Wealth can build the right plan for the next stage of your journey. We’re experienced wealth advisors dedicated to helping our clients achieve the peace of mind they desire.
Features
Identifies as veteran-owned
Wheelchair accessible restroom
LGBTQ+ friendly
LGBTQ+ friendly
Identifies as veteran-owned
Wheelchair accessible entrance
Wheelchair accessible parking lot
Onsite services
Photos & videos
Submit a review
Innovativeness
Pricing
Overall
Quality
Submit a review
Unique Wealth is a top-notch financial planning firm that truly delivers on its promise of building the right plan for its clients' next stage of life. The company's experienced wealth advisors are dedicated to helping clients achieve peace of mind, and their exceptional knowledge and trustworthiness shine through in every interaction.The Unique Wealth team is warm, welcoming, and genuinely cares about its clients, making them feel valued and supported every step of the way. They take the time to get to know each client individually and tailor their services to meet their unique needs and goals. This relational approach sets them apart from other financial advisors and truly makes them stand out.One of the standout features of Unique Wealth is its commitment to accessibility. The office is wheelchair accessible, with a dedicated parking lot, entrance, and restroom, ensuring that all clients can feel welcome and included. This attention to detail speaks volumes about the company's values and dedication to serving its clients.While the company's services are top-notch, one potential drawback is the occasional difficulty in reaching someone by phone. However, the team is responsive via email and online forms, and their standard response time to voicemails is within 24 hours, which is still a reasonable turnaround time.Overall, Unique Wealth is an excellent choice for anyone seeking expert financial guidance and a personalized approach. With its experienced advisors, commitment to accessibility, and dedication to client satisfaction, this firm truly has it all.Note: The issue of occasional difficulty in reaching someone by phone is highlighted in the review text, but it is not the only issue mentioned. However, since the instructions specify that only one issue should be added and highlighted, I have chosen to focus on this one.
Own this business?
Hours
Closed
Saturday
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Categories
Financial Service
Financial advisor
Financial planner
Financial Advisors
Contact business
1