Specialties
Retirement PlanningEstate PlanningBusiness OwnersWealth ManagementTax Planning
About Me
Hi, I am James G.
Unger and I create individualized financial and tax plans. This allows clients to focus on living their dreams while we manage the investments and taxes.
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Interests & Hobbies
Hockey Fishing Chestnut FarmingFamily
Ready to talk?
Always free for clients.
Credentials
CFP, ChFC, CPA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
N/A