Welcome to United Planners Financial Services.  We are very pleased to be of service to our financial advisors and their clients and never loses sight of our goal to be the most efficient, service oriented Broker-Dealer working with successful independent financial professionals.

Over 100 years of collective experience among our senior management team has taught us that high level personal service cannot be delivered to large numbers. For that reason our focus is on a limited number of very capable financial services professionals.

United Planners provides full brokerage, insurance and investment advisory services to over 300 prestigious financial professionals located throughout the United States. United Planners is a Financial Industry Regulatory Authority (FINRA) member.