About Unified Financial Group

About Unified Financial Group

In our agency, we take great pride in the quality of service we provide for our customers.

Whether our clients need help filing a claim, processing a payment, or just understanding their insurance coverage we’ll always be there ready to help.

We know our clients and we know insurance, so our clients enjoy the peace of mind that comes with knowing their insurance agency can help them regardless of how big, small, unique, or specific their insurance needs are.

With the years of experience we bring to the table there isn’t much we haven’t seen before, and you never know when that’s going to come in handy.

Thanks for taking the time to learn more about our agency and please feel free toΒ contact usΒ any time about anything.

(866) 936-0515
100 S Saunders Rd Suite 150
Lake Forest, Il 60045

Any requests made through our website are not considered legally bound unless you receive a confirmation from our agency or directly from your insurance carrier.

Please enable JavaScript in your browser to complete this form.

Identification Details

Personal Details

Type

Address Details

Address Details

Membership Details

External agent access is not guaranteed but will be considered based on the values shared and the team vision adopted.

FEEDBACK

Our family at Unified Financial Group would Like to express our appreciation to you in meeting with us today to learn more about our firm. career opportunities and services we provide. We hope you found the information valuable and insightful and we value your feedback.

We ask that you take a few short minutes to complete our Survey below. Completing this survey will give us feedback on the information that was shared with vou. so we can continue to improve for future appointments.

Please enable JavaScript in your browser to complete this form.
How valuable was the information presented to you?
What areas of wealth building would you like to learn more about?

Elevating Your Wealth is a weekly online financial literacy workshop, where members can learn more in detail about how money works and how to build wealth. Would you be interested in learning more about this membership program?

Multiple Choice

Our business depends heavily off of referrals, so if you would like to refer a family, friend, coworker, or business partner similar to yourself just simply share their information below and we will contact them.