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. 

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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.

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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.

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Creating Safety

Our experience and knowledge enable us to craft a program that presents the best options for your firm's objectives.

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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

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John Camiolo

CEO

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Adam Camiolo

Director of Client Services, Communications

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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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