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

Invest with us

Investments

Comprehensive options, tailored to your lifestyle.

Insurance

Plan for the future and protect your family.

Benefits

Helping you attract and retain top talent.

Mortgages

Find the perfect mortgage to fit your needs.

Wealth Transition Planning

The greatest gift you can give your loved ones is an organized estate.

Our Approach

Unity Group Financial Corporation offers a thorough and experienced approach to each of our clients. With over 70 years of combined experience, we understand that each client deserves a unique plan tailored to their unique needs.

About Us

Paul & Cathy Testimonial

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

Dawn Testimonial

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

Matt Testimonial

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

Jessica Testimonial

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

Jim & Lila Testimonial

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

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Contact Us

(705) 789-5925