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
Mike Baker shares United Planners’ innovative approach to client services, leveraging cutting-edge technology and personalized solutions tailored to individual needs.
From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.
Aaron Spradlin, CIO at United Planners, explores tech philosophy prioritizing advisor independence and customer service.
At the United Planners 2023 Connect National Conference, there were many accomplishments to celebrate: winning Top Workplaces award, ranking in the top 10 of wealth management firms across the country in multiple categories by Financial-Planning.com, and its financial advisors for their dedication to their clients while charitably giving back to the community.
