Giving you the freedom to focus less on your investments and more on making memories.

I have been investing with Cooper for over 5 years and have had nothing but positive experiences. Cooper is very knowledgeable and is happy to share his insights in terms I understand. He is easy to contact and quick to assist me with my financial goals.

– Erin

Cooper was patient when I described what I wanted and took the time to explain everything clearly and succinctly. Super professional, and I always get an immediate response if I have any questions about my investments. I’ve been able to “set it and forget it”, which works perfectly for me.

– Roland

I have known Zack for many years and his knowledge of the mortgage industry is outstanding. He’s always available to chat and help out with any questions I might have. I would recommend Zack and the Unity Group Financial team to anyone who’s looking for help, with their mortgage and financial needs!!

– Ken

We really like how Unity Group makes us feel comfortable discussing our financial situation and needs. Also we appreciate that you will explain things in a way that the average person can understand and that you are very patient when you have to explain the same thing several times!! We like that you are flexible on meeting us in our home as well as your office. Also you make us feel confident in your knowledge of the financial planning field.

– Paul & Cathy

Cooper’s expertise in financial planning and investment guidance has helped our family navigate impossible challenges through Covid market instability. Responsible planning, regular communication and genuine interest in our future is the foundation Unity Group Financial has used to help us build wealth for retirement, and fund our daughters’ education.

– Dawn

Cooper is very personable. He is very knowledgeable and takes his time to explain. His main goal is to educate so that you can make the right decision and also know why it is the right decision.

– Matt

Cooper is highly knowledgeable, and always goes above and beyond. He answers all my questions in a timely manner, and provides different options and approaches to investing that are reflective on my needs, goals and comfort.

– Jessica

We are extremely pleased to have found someone whom we feel is giving us solid advice backed by knowledgeable information regarding current market affairs and also tax implications which could affect our portfolio. We feel that he understands where we stand financially right now and were we want to go in preparing for our future.

– Jim & Lila