Exciting news for United Planners — we’ve been named a finalist in the 2026 Wealth Management Industry Awards.This recognition reflects the strength of our advisor-owned culture, our commitment to independence, and the work our teams do every day to support fiduciary-minded financial professionals nationwide. We’re proud to stand alongside so many respected firms in the […]
United Planners Financial Services is excited to welcome Priority Financial Group (PFG) to our advisor community as we become the broker-dealer for PFG’s nationwide network of 80+ financial advisors and 20+ financial institution partners, representing nearly $5 billion in assets under administration. This milestone marks a major growth event for United Planners as we continue […]
United Planners is a finalist in 4 categories for the Wealth Management Industry Awards 2024 Chief Executive Officer of the Year! – Michael A. Baker Digital Marketing Campaign of the Year – Yes, It’s True Campaign Practice Management – LEAPS Program Corporate Social Responsibility – ReachUP Click to read more
From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.
Do you struggle with getting in front of new prospects? Building relationships with your current client base? Coming up with fresh marketing ideas? START THINKING OUT OF THE BOX!
