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610 North Town East Boulevard
Suite 102
Mesquite, TX 75150

UNITY Financial Services

(972) 329-9453

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

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

 
Jim Wade is the owner of UNITY Financial Services in Mesquite, Texas. UNITY Financial is dedicated to building a trusting relationship with individuals and small businesses for the purpose of achieving their financial goals. Founded in...

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Kay Wade

Client Services Manager

(972) 329-9453

(972) 329-8297