Business Hours
Monday 09:00am - 05:00pm
Tuesday 09:00am - 05:00pm
Wednesday 09:00am - 05:00pm
Thursday 09:00am - 05:00pm
Friday 09:00am - 05:00pm
Saturday Closed
Sunday Closed
Listed In: Financial Planning
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 the retirement Lifestyle they desire and to leave the Legacy they want for their family and community in the most tax… 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 the retirement Lifestyle they desire and to leave the Legacy they want for their family and community in the most tax efficent way possible. Advisory services provided by NewEdge Advisors, LLC doing business as Unifi Advisors LLC, as a registered investment adviser. Securities offered through NewEdge Securities LLC, Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. Unifi Advisors LLC does not provide tax or legal advice. Please consult your licensed professional. Read more