Unikon

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Personalized Financial Planning & Investment Management

GROWTH

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ABOUT US

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YEARS OF EXPERIENCE

We believe that financial success starts with sound advice and clear vision.

Our mission is to empower individuals and businesses to achieve their financial goals through personalized, strategic guidance.

About Us

The Roadmap to Your Financial Goals

Our dedicated process ensures your financial success through personalized planning, strategic implementation, and ongoing support.

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Initial Consultation

We begin with a complimentary initial consultation to understand your financial goals, current situation.

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Customized Financial Plan

We develop a personalized financial plan that outlines strategies and solutions to help you achieve your goals.

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Implementation

This may involve setting up investments accounts, or adjusting your estate planning documents.

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Monitoring and Support

We continuously monitor your plans and provide regular updates and reviews to ensure you stay on track.

Our Services

Explore All

Financial Plan

For businesses, Unikon offers specialized financial advisory services that include cash flow management, business growth strategies, and financial risk assessment.

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service

Financial Plan

For businesses, Unikon offers specialized financial advisory services that include cash flow management, business growth strategies, and financial risk assessment.

Discover More
service

Financial Plan

For businesses, Unikon offers specialized financial advisory services that include cash flow management, business growth strategies, and financial risk assessment.

Discover More
service

Financial Plan

For businesses, Unikon offers specialized financial advisory services that include cash flow management, business growth strategies, and financial risk assessment.

Discover More
service

Empowering Your Financial Journey with Expert Guidance

we are dedicated to empowering your financial journey with expert guidance every step of the way. Our team of seasoned financial advisors brings a wealth of knowledge and experience.

we are dedicated to empowering your financial journey with expert guidance every step of the way. Our team of seasoned financial advisors.
we are dedicated to empowering your financial journey with expert guidance every step of the way. Our team of seasoned financial advisors.
we are dedicated to empowering your financial journey with expert guidance every step of the way. Our team of seasoned financial advisors.
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Our Financial Experts

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team

CEO, Healthcare Financial Solutions

Dr. Sarah Green
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Client Relations Manager

David Lee
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Senior Investment Analyst

Michael Rodriguez
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Senior Financial Advisor

Sarah Thompson
team

CEO, Healthcare Financial Solutions

Dr. Sarah Green
team

Client Relations Manager

David Lee
team

Senior Investment Analyst

Michael Rodriguez
team

Senior Financial Advisor

Sarah Thompson

What Our Clients Say

Our clients' success stories speak volumes about our commitment to providing exceptional financial advice.

Jessica Luise
09/07/24

“Working with the team at Unikon has been a game-changer for my financial future. Johnathan and Sarah provided personalized advice that helped me optimize my retirement plan.

David Beckham
02/08/24

“The team’s dedication to client satisfaction is unmatched. David’s support and financial education sessions made complex concepts easy to understand.”

Mark Abraham
07/06/24

Michael's investment insights have been invaluable. His market analysis and risk assessment helped me build a robust investment portfolio. The consistent growth I’ve seen in my investments.

Jessica Luise
09/07/24

“Working with the team at Unikon has been a game-changer for my financial future. Johnathan and Sarah provided personalized advice that helped me optimize my retirement plan.

David Beckham
02/08/24

“The team’s dedication to client satisfaction is unmatched. David’s support and financial education sessions made complex concepts easy to understand.”

Mark Abraham
07/06/24

Michael's investment insights have been invaluable. His market analysis and risk assessment helped me build a robust investment portfolio. The consistent growth I’ve seen in my investments.

Frequently Asked Questions about Unikon

Get Free Consultation

We offer a wide range of financial advisory services including retirement planning, investment management, tax optimization, estate planning, and comprehensive financial planning. Our goal is to provide personalized strategies tailored to your unique financial needs and goals.

We offer a wide range of financial advisory services including retirement planning, investment management, tax optimization, estate planning, and comprehensive financial planning. Our goal is to provide personalized strategies tailored to your unique financial needs and goals.

We offer a wide range of financial advisory services including retirement planning, investment management, tax optimization, estate planning, and comprehensive financial planning. Our goal is to provide personalized strategies tailored to your unique financial needs and goals.

We offer a wide range of financial advisory services including retirement planning, investment management, tax optimization, estate planning, and comprehensive financial planning. Our goal is to provide personalized strategies tailored to your unique financial needs and goals.

contact us

support@unikonagency.com
Mon - Fri from 10 AM to 7PM EST
800-349-9331
Mon - Fri from 10 AM to 7PM EST
69132 Legros Way, Maxworth 92
Unikon Agency Headquarter