Broker Check

610 North Town East Boulevard
Suite 102
Mesquite, TX 75150

UNITY Financial Services

(972) 329-9453

 

Menu of Services

Investments*

  • Stocks/Bonds/UITs/CDs
  • Mutual Funds
  • IRAs/SEPs/SIMPLEs/401Ks/403Bs
  • 529 Plans

Insurance

  • Life/Disability/Long Term Care
  • Fixed and Variable Annuities*

Tax Compliance

  • Individuals/Small Businesses
  • Corporations/Partnerships
  • Estates/Trusts
  • Electronic Filing
  • Tax Planning and Consulting

Accounting

  • Financial Statements
  • Payroll Reporting
  • Quickbooks Consulting

Business Incorporations

Notary Services

Social Security Analysis

Estate Planning

  • Revocable Living Trusts
  • Wills
  • Estate Settlement/Liquidation

*These services are offered by James Wade through his affiliation with HD Vest