Services Offered
Insurance Planning
Comprehensive analysis and tailored insurance coverage solutions for life, health, and property needs.
Investment Management
Expert portfolio management with a focus on sustained growth and balanced risk strategies.
Retirement Planning
Personalized retirement strategies to ensure financial resources and security for the future.
Financial Consultation
In-depth review of financial situations and goal-setting with clear, practical advice.
Holistic Financial Advice
Non-judgmental, personalized approach covering all aspects of financial wellness and planning.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
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1
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Terry Gomez
via Google
about 2 months ago
I strongly comment the diligence and expertise of Jeffrey Wu of Unison Financial Solutions Inc. Despite my portfolio being of quite modest (sub-$M) value and in low-risk investments, Jeffrey has managed it expertly to provide sustained, significant growth, year over year. I wish him and his Organization all success!
D
Diane Guvia Google
3 months ago
I’ve been working with Jeffrey for about a year now, and it’s been a truly great experience. He knows his stuff, explains everything clearly, and always makes sure he listens and understands my goals before giving any advice. His recommendations have been practical, balanced, and easy to follow. He’s quick to respond, very attentive, and overall just really kind and nice. We also get along well personally, which makes every conversation feel easy and enjoyable. And of course the investment performance this past year have been excellent. Really happy to have him as my advisor. Highly recommend!
L
Lisa Hepburnvia Google
4 months ago
A colleague of mine recommended Jeffrey and his team at Unison Financial Solutions Inc. several years ago and it was the best move I’ve made. Jeffrey took the time to do a thorough review of my financial situation and what my goals were for the future. I wasn’t always easy to connect with but he persevered and the outcome has been great. I finally feel that I will have the resources to retire and know that if I have any questions or concerns, Jeffrey and his team are there to help.
S
Stevenvia Google
6 months ago
I had an excellent experience working with Jeffrey and his team. They were professional, responsive, and took the time to analyze my financial situation. The process was smooth from start to finish, and I felt confident knowing I was getting the best coverage for my needs. I highly recommend their services.
S
Sherihane Lazragvia Google
8 months ago
I've had a great experience with Adrien Dumas so far! He's been extremely helpful in guiding and assisting me through my financial journey as well as helping me understand the options that are available to me. He's taken the time to understand my goals and has also been very considerate of my needs. He provides a personalized, non-judgmental, and holistic approach all while being patient and kind. I trust his professional judgement, have confidence in his skills, and feel well supported by him. Thanks Adrien!
