Unique Financial Advisors & Tax Consultants - Holmdel, New Jersey

chandrashekhar mudarapu

I recently partnered with Unique financial advisors, and I’m beyond impressed with the exceptional service and personalized guidance they provide. They took the time to understand my financial goals and crafted a strategy that aligns perfectly with my needs.

What truly sets them apart is their professionalism, transparency, and ability to explain complex financial concepts in a clear, approachable manner. I always feel well-informed and confident about my financial decisions, thanks to their expert advice and proactive support.

If you’re looking for a knowledgeable, trustworthy, and dedicated financial advisor who genuinely cares about your success, I highly recommend Unique financial advisors. They’ve exceeded my expectations at every step!

Justin Jennings

Working with Vid has been a great experience. Overall Unique Financial Advisors provides a comprehensive, and non-judgmental approach to financial advisement. The group is very responsive and overall has helped us in so many ways prepare for taxes, and our future goals!

Michelle Brock

My family has been working with Unique Financial Advisors for several years. We are extremely happy with their financial planning services. Vid is personable and knowledgeable. Highly recommend!

Kevin O'Malley

I have been using Unique Financial for over 3 years. Vid comes with a great deal of experience in the financial industry. He will spend as much time with you as needed. Always responds if I have any questions. I would give him 6 stars if we could.

Aaron Deich

Working with Vid for the last year has been an absolute pleasure. Vid combines deep expertise with a personable and down-to-earth ability to help guide people in their financial strategies. I came to him needing help with my budgeting and investing strategy. Vid's sensible advice—understanding markets, growth assets, tax preparation, risk mitigation—has been invaluable in getting me to a far more comfortable spot.

I like to understand how things work but I tend to find finance blogs and books too scattered. Here Vid is an excellent teacher, taking great care to answer my general finance questions directly. It’s a relief to have these conversations!

I am now far more confident in managing my finances and I feel less stressed and confused about what I should be doing going forward. I highly recommend Vid for his exceptional guidance and enthusiastic commitment to his clients' financial well being.

Anu Philip

It has been a pleasure working with Vid. He is very patient and takes time to listen and provide coaching and guidance in a way which is easy to follow. He does not rush through the sessions and is very responsive whenever reached out. He is very friendly and approachable.

Shrutej Patel

I have had the pleasure to work with Vid over the past year. Vid is extremely knowledgeable and very good at what he does. If you’re looking for long term growth and a trusted financial/tax advisor I would highly recommend his services. He’s super detail oriented and will assist you through out the process. Being a Fee only Fiduciary know that he will have your best interest in place. He is very easy to work with and is always available anytime you need him.

Danielle Biggs

I cannot recommend Vid and Unique Financial Planning enough! He started out doing our taxes, then financial planning, and now investment management. He makes you feel comfortable from the moment you meet him, he educates you, and most of all is an amazing coach. We are so grateful for his patience and expertise.