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If you have a question or want to know more about our services, use the form below and a member of our team will be in touch soon.

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Unify Financial LLC is registered as an investment advisor with the SEC. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services.

Such an offer can only be made in States where Unify Financial
is registered or where an exception from such registration is available, and no
new account will be accepted unless and until all local regulations have been
satisfied.

If you are interested in our services, please e-mail us or
call and request our Disclosure Brochure (Part II of the Form ADV & CRS); which
provides detailed information about Unify Financial and any inherent risks that
may be associated with our services.

IMPORTANT NOTICE:

You are now leaving the website of Unify Financial (“Firm”) and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Firm. The Firm is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Firm’s website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Get In Touch

Schedule a Complimentary Consultation With A Certified Financial Planner Today

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