Unified Wealth Management
(203) 442-6752
180 Post Road East, Suite 200, Westport, Connecticut, 06880
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
Securities offered through LPL Financial. Member FINRA/SIPC. www.finra.org www.sipc.org. Investment advice through Unified Wealth Management, a registered investment advisor and separate entity from LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.
| Payment options | American Express, Discover, Cash, Visa, Mastercard |
| Tags | investment,financial planner,financial management,wealth management,financial planning,tax planning,retirement planning,legacy planning,philanthropy planning,financial risk management |
| Services | financial planning,investment management,retirement planning,tax planning,wealth management,comprehensive wealth and investment management,tax strategy,philanthropy planning,legacy planning,Wealth & Investment Management,Retirement & Social Security Planning,Tax Analysis & Strategy,Insurance & Risk Management |