When was United Planners Financial Services founded?
United Planners Financial Services was founded in 1987.
Where are United Planners Financial Services headquarters?
United Planners Financial Services headquarters are in 7333 E. Doubletree Ranch Rd., Suite 120, Scottsdale, AZ 85258, US.
How many employees does United Planners Financial Services have?
United Planners Financial Services has 211 employees.
What sector does United Planners Financial Services operate in?
United Planners Financial Services is in Financial Services sector.
What does United Planners Financial Services Do ?
United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its “Adamantly Not For Sale” stance because it is 100% owned by its employees and financial professionals. United Planners provides back-office support to independent financial professionals, who then help investors manage their wealth to achieve their goals & objectives. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community. United Planners is an open-architecture model that offers flexible, efficient, and scalable solutions to position its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.
What does United Planners Financial Services specialize into ?
United Planners Financial Services specialises into Financial Services, Broker-dealer, Brokerage Services, Investment Advisory, Investment Management, Financial Planning, Practice Management, Strategic Partnerships, Technology Services, Marketing Services, Insurance Products, Business Solutions, Succession Planning
Who is the CEO of United Planners Financial Services ?
We do not have the information about the CEO of United Planners Financial Services. Our systems are trying to find it, we will update it as soon as we have it.
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