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Unity Financial Services

 

Unity Financial Services helps clients realize their dreams and work towards their financial goals through customized financial planning strategies. Financial Services offers customers assistance in the following areas:

Financial Planning
  • Bonds
  • Common Stock
  • Educational IRA
  • Treasury Notes
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Treasury Bills
  • SEP IRA
  • Simple IRA
  • Government Securities
  • Variable Annuity
     

Investments
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • 403 (b) Planning
  • Profit Sharing Plans
 
     

Insurance
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
   

Meet Our Certified Financial Planner

Robert Junge CFP

Robert H. Junge, CFP®

Robert H. Junge of Lebanon, a Certified Financial Planner with 25 years of experience, has partnered with Unity Bank as Program Manager, to manage investment services. Bob's philosophy is to help each client achieve their financial goals by having an understanding of their goals, objectives, time horizons and risk tolerance.

Bob has managed over $100 million in investment assets throughout his career. An active member of the Hunterdon County community, he is past president of the North Hunterdon Rotary and a member of the Glen Gardner Veterans of Foreign Wars, the Immaculate Conception Knights of Columbus, and a past Assistant Boy Scout leader. He is a decorated Veteran having served in the U.S. Army Corps of Engineers for 12 years. He received the Bronze Star and Meritorious Service Medal for leadership.

   

"My philosophy is to help each client achieve their financial goals by having an understanding of their objectives, time horizons and risk tolerance," said Junge. "Unity Financial Services functions as a comprehensive financial services firm within Unity Bank. We are committed to helping clients improve their long-term financial success. Our customized programs are designed with the goal to grow and conserve wealth by delivering an unprecedented level of personalized service."

 

Contact Unity Financial Services

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Securities offered through LPL Financial, member FINRA, member SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through The Private Advisor Group, a registered investment advisor and a separate entity from LPL Financial.
INVESTMENTS AND/OR INSURANCE PRODUCTS OFFERED:
- Not FDIC Insured
- Not Bank Guaranteed
- May Lose value
- Not Insured by any Federal Government Agency
- Not a Bank Deposit
Unity Bank and Unity Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: New Jersey, New York, Pennsylvania, Florida, Texas
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