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VerifiedFinancial Services· Founded 2016

Unique Financial Services, Llc

Unique Financial Services surge con la intención de ayudar a cualquier persona a alcanzar cada una de sus metas financieras desde un aspecto Macro, con atención al micro. Trabajamos de forma coordinada todos los aspectos de las finanzas, desde manejo de riesgos, aspectos contributivos, consultoría para obtener las mejores ofertas en productos bancarios, identificamos la necesidad de herramientas legales para la protección de activos y le ayudamos a crear las diversas cuentas de ingresos para la época de retiro con beneficios contributivos también. Nuestors Servicios-Estado de Situación -Presupuesto -Manejo de riesgos: propiedad, responsabilidad pública, incapacidad, vida -Inversiones garantizadas -Planes de Retiro -Ley de Herencia, testamentos -Fideicomisos -Desarrollo Empresarial para PYMES -Beneficios Contributivos -Especialista en Anualidades -Planificación Financiera personal / High Net Worth Clients

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Verified contacts

5

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

5 contacts with verified email or phone · masked until revealed.

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Top roles at Unique Financial Services, Llc

5 distinct titles indexed · top 5 shown.

  • 1certified personal financial consultant cpfctm
  • 1finance advisor
  • 1owner
  • 1sales and administrative associate
  • 1small business owner

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