In December of 2003, Schneider Accounting LLC was formed to provide accounting and tax preparation services to Brillion and the surrounding communities. In January of 2005 investment management services through a broker-dealer were added to provide additional services to our clients. In October of 2007 the name of the firm was changed to Unity Financial LLC. The name was chosen to inform the public that we did more than accounting and taxes. In June of 2009 Unity Financial LLC became a Registered Investment Advisor and assumed sole responsibility of the client’s portfolios.
We provide a wide range of financial services, which include, but are not limited to: advisory services, portfolio management, tax preparation, wealth management, insurance, accounting services, annuities, business planning, estate and trust planning, 401K rollovers, etc.
The goal of this site is to provide (a) the user of this site a better understanding of who we are and what we do; (b) an aggregate chart of our investment portfolio performance (updated quarterly); and (c) the do-it-yourselfer the opportunity to complete their federal and state tax return online and provide tax consultation to individuals with tax questions while filing online.
As always if we, at Unity Financial LLC, can be of assistance, please call 920-756-2272 or toll free at 888-588-7935.