Someone Who Cares

Someone Who CARES® is maintained by three jointly owned companies; Interactive Financial Advisors (A National SEC Registered Investment Advisor), Unifinancial Corporation (A National Risk Management Company) and OrganizAmerica (A National Financial Information Services Company). We focus on assisting middle market clients reach their financial goals and become financially organized. Someone Who CARES offers a relationship based on shared values with a mutual goal of "Making Life Better" for clients, advisors, and resource companies. Through our Someone Who CARES philosophy and culture, we provide a contemporary look to complement our mission, experience and history. Someone Who CARES offers a process based on principles that apply to all market segments and not just one niche. We provide values based planning process that takes a holistic and systematic approach.