A Financial Services Marketing organization
UNI Worldwide Financial Marketing is founded on the goal of improving the client’s overall experience by providing specialized financial assistance from experienced professionals.
Our mission is helping individuals and families create a financial strategy that is right for them. UNI Worldwide Financial Marketing provides our clients with opportunities for fundamental change, financial education, and solutions to achieve economic freedom.
Founder / President / CEO
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Who we are
One Stop Services
UNI Worldwide Financial Marketing is a network of financial service professionals working together to help our clients realize a brighter future.
We are a financial services provider for life & health insurance, property & casualty insurance, long-term care coverage, Medicare, mortgages, estate planning, college planning, retirement planning, and tax services. UNI Worldwide Financial Marketing contracts with financial leaders from around the globe to provide our clients with a selection of specifically designed financial products and services.
UNI Worldwide Financial Marketing has expanded its offices in 17 major US cities and one branch office in South Korea.
Not sure what you need? Learn which types of financial products and services you need.
What we do
People don't need another product. They need the right education to choose the right plan.
UNI Worldwide Financial Marketing understands that money is required to turn ambitions and dreams into reality. That is why we represent our clients as they go through the process of taking ownership of their own money and making it work for them.
UNI Worldwide Financial Marketing recognizes the importance of providing sound financial education to our clients. We offer our clients the "UNI Financial Blueprint" and its "Steps to Financial Independence" so they can gain a better understanding of fundamental financial concepts and make the right choices to improve their lives.
Don’t know where to begin? Meet with a financial professional to get started.
Why we do it
True Success is doing things right
UNI Worldwide Financial Marketing knows that many people suffer financial difficulties because of misleading information and a lack of financial expertise. With our products and services, many can free themselves from their particular financial grief and set themselves on a path towards greater financial power. UNI Worldwide Financial Marketing has the capabilities to recognize the client's needs and present a range of approaches to relieve their economic burden. At UNI Worldwide Financial Marketing, we believe that people don’t plan to fail, they just fail to discover the right plan.
Do you want your financial independence? Find expert advice from our professional team.
How we do it
Diversify your financial plans, not your financial provider
UNI Worldwide Financial Marketing is a unique financial service provider that offers one stop financial services. We are dedicated to putting our clients in a position to best fulfill their financial needs through proper protection and financial independence. We offer diversified financial plans designed for family protection, retirement planning, education, becoming debt free, and emergency expenses.
At UNI Worldwide Financial Marketing, we see beyond the numbers. Our holistic approach considers the quality of life for our clients now and in the future.