UNITY Financial Services

Specialties

Wealth Management and Tax Compliance for individuals and small businesses.

History

Established in 1977.

My practice began with my love for income taxes (the government necessity) and the enjoyment of working with people to find solutions to everyday issues. After 12 years of doing income taxes, I realized that people trusted me but they needed additional services that I was not providing. So in 1989 I began getting insurance and securities licensed and pursuing the appropriate education to further serve a client in matters that encompassed a complete and successful financial program. My practice today still provides the tenets of wealth management and tax compliance with an emphasis on seniors.

Meet the Business Owner

Jim W.

Business Owner

Jim is a Certified Financial Planner® and a Certified Senior Advisor®. He has earned a BBA in Accounting from East Texas State University and an MBA in Finance from Southern Methodist University.