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 to deliver premier service, open-architecture solutions, and a steadfast commitment to advisor independence.
PFG selected United Planners for our shared values, multi-custodial flexibility, and high-touch service model — all of which support the long-term success of both organizations and the advisors we serve. We are proud to bring together two firms that believe deeply in transparency, culture alignment, and putting advisors first.
Learn more about this exciting partnership and what it means for our growing community of independent advisors.
