Reviews of Unique Financial Advisors & Tax Consultants (Financial Consultant)

Raina Hall

Vid is very knowledgeable about financial planning and the latest tax rules. He is easy to work with and cares about his clients as people. He works at understanding your individual situation, and the emotional psychology behind your financial/investing action (or inaction), then explaining it so that you make better decisions. With his coaching, we updated our estate planning, maximized our contributions, and are balancing our portfolio. We specifically wanted to know the best way to approach Roth IRA conversions. Vid did the analysis and presented us with scenarios to consider. Complicated with lots of moving parts, but we now feel confident on how to proceed and have Vid to thank for it!

Laura Parks-Wright

Unique Financial Advisors provides excellent customer service and is very knowledgeable about today’s financial environment. Vid is very patient and will answer all questions without any admonishment or judgment. He provides insight to guide one to make solid decisions about one’s individual financial future. I trust Unique Financial Advisors to give sound advice and help my family achieve our goals.

Arjan Balilaj

I meet with Vid Ponnapalli from Unique Financial Advisors & Tax Consultants About a year ago regarding my business tax returns. Vid answered all my questions and took time to explain to me everything I needed to know. Once I supplied my paperwork, Vid worked Hard and got everything ready in a couple of days. I have no hesitation to recommend this firm to anyone specially to a business owner that like to get to the next level financial advice or Tax consultancy. John Middletown NJ

Raju Vegesna

After working with Financial advisors from established companies such as American Express and Merryl Lynch, recently I was introduced to Unique Financial Advisors. Based on their feedback, I decided to switch my portfolios to Unique Financial group and give it a try. I quickly learned what a breadth of fresh air dealing with this professional group and especially with Vid Ponnapalli. He shared his honest opinion on my financial investment scenario and expressed his desire to improve. He monitors regularly the investment and providing concrete suggestions. It is easy to reach him and quickly acts on follow-ups. I am very impressed with his depth of knowledge and command of facts. I already started seeing the positive results of my association with this group. I don't have any hesitation to recommend this group for professional financial service. Dr. Raju Vegesna

Chittu Lam

Very professional with a personal touch. Very effective and comprehensive planning strategies. Friendly environment and individualized advisors.

Monica Knox

If you are looking for that "Unique" customer service when planning for your future...or just good sound advice, Unique Financial Advisors &Tax Consultants is where you want to start. It's not often you can sit down with a person who "listens" to where you are looking to be in the future and take your ideas and / or dreams and put them into proper perspective. Unique Financial Advisors & Tax Consultants provide down to earth guidance, provides weekly emails keeping you informed with up to date information about what's going on in the world and your money and educational reading material to help strengthen your knowledge. This is a business that actually returns your phone calls in a timely fashion and yes within the same day, never turning you down or away. Plans quarterly appointments, again, keeping you in the loop on how your future is trending. Provides websites, giving you the liberty to check in on "YOUR" monies at anytime, any day or night. A portfolio is created with all your information as a "one stop, view all" location that incorporates your bank accounts, finances, wills, passports and much, much more. All I can say, it's the best service that me and my husband has experienced and just wanted to share. But don't take our word, experience the service for yourself and post your review. This a service that's not just about the money, but all about your wants and needs in a fashion you can appreciated and understand!

Suketu Gandhi

Vid delivers the personal service and attention we needed in a Financial Advisor. Vid is smart, thorough, very kind and is always available to answer our questions. Vid is proactively making sure our financial plan match our goals. I highly recommend Vid for anyone looking for Financial Planning!