History
First established in 2006 in Herndon, VA... Since then Unifirst Financial has expanded to serve the public nationwide opening its new office location based in Brooklyn, New York. We specialize in tax preparation, retirement planning, college planning, estate planning as well as Insurance & Risk Management.
Specialties
' : We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes, build income for life & provide wealth transfer to their beneficiaries. : In less time, we unveil vital tax strategies & financial plans that are under-utilized. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our client's CPA's and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes & builds substantial savings to supplement future income and retirement. : Our own unique defined benefit plan, DOL-compliant and approved by the IRS, has helped business owners write off several hundreds of thousands of dollars year after year. ' : Our clients experience and enjoy: * A unique and customized tax plan * A customized system and holistic process * Increased savings for retirement income * Significant tax and cost savings and timely review process : We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. Over 1,000 clients in the last 17 years has saved hundreds of millions in benefits.
