Disclosure: As licensed professionals we have a responsibility to our principal, clients, as well as the public. Unifirst Financial  & Consultants may receive compensation from the providers whose products we recommend. Before any recommendations are made, consumers are fully qualified according to state regulations.

 

To protect the public, NYS DFS has enacted the suitability and best interest in life insurance and annuity transaction (Reg. 187), Unifirst Financial & Tax Consultants adhere to these standards as well as current Federal, State, & Local Laws and standardized professional code of ethics.

​​

Financial products, strategies and other offerings presented in our website, social media pages, and other links are meant to educate and illustrate hypothetical situations. You should seek advice from a licensed professional before making any decisions that could impact your family's interest. The conceptual scenarios introduced and presented on our websites and social media pages do not consider your personal objectives, risk tolerance, or personal situation, including possible tax implications that may result from your decisions. We urge you to consult with a licensed professional before making such decisions. ​