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 valued, experienced 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 Integrity

Our primary focus has always been our clients’ satisfaction. Our mission is to provide a premier level of service from an experienced, competent, and valued 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

Meet Our 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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