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Vision Statement

To be an integral part of the financial success of those who have entrusted us to help them create their vision of the future. Unity Financial & Insurance Group will incorporate the following core values in every financial strategy:

  • Integrity- First and foremost the needs of our clients will be above all others.
  • Education- Our methodology is to provide continuing education so that our clients our empowered on reasoning, purpose, and the goal that comes with each one’s financial strategy.
  • Creativity- Realizing the diversity in our clients on levels of earning potential, aspirations, and needs, we will strive to construct financial strategies that are tailor made to each client based on their own unique objectives.
  • Passion- Our passion has and will always be to better the lives of those around us. Our backgrounds and life experiences translate into our unique ability to relate to a very diverse clientele and by doing so we share their passion for a greater tomorrow.

Josh Sotolongo, CFBS

Partner / Financial Advisor

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Josh, a former mathematics and finance educator, focuses on ensuring that his clients understand the “why” regarding their personal financial strategy. By ensuring that clients are well versed on reasoning, need, and timing of..

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Robert Houle CFBS

Partner / Financial Advisor

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Rob brings many years of experience in the business market specializing in employee retention, business succession, qualified plan implementation and servicing. In the family planning market, Rob has focused on his “Blue...

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Terrell Joyner, MBA

Partner / Financial Advisor

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Terrell, a Connecticut native, and Western MA graduate puts his passion at the forefront of his practice. He hass successfully been able to help business owners find solutions for their financial concerns and in the implementation of...

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