Innovation and Personalized Customer Care
We build partnerships with our clients and strive to bring them lasting value.
Executive Planning
At Unified Business Strategies, we have been a trusted firm for more than 25 years and believe we have built our reputation using a mix of cutting-edge technology and personalized service that has defined our storied history.
Foundation of Trust
Our primary focus has always been our clients’ satisfaction. Our mission is to provide a premier level of service from an experienced, competent, and trusted advisor.
Independent, just like You
As an independent broker, we are not tied or beholden to any insurance carrier. We base our recommendations solely on your specific needs and requirements.
Creating Safety
Our experience and knowledge enable us to craft a program that presents the best options for your firm's objectives.
Industry Recognition
We have been recognized with a number of awards for our commitment to excellence and our work with charitable organizations.
UB
Strategies
Team
John Camiolo
CEO
Adam Camiolo
Director of Client Services, Communications
Scott Margolis
Executive Vice President
Connect with us.
Use our contact form to send us an email and get started with financial planning.
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