New York Financial

United Planners Financial Services is an independent broker-dealer, committed to fostering a supportive and collaborative environment for financial professionals. With a focus on partnership and excellence, the firm provides best-in-class tools and resources, enabling advisors to elevate their businesses and client service. The company prides itself on its unique culture, where teamwork and camaraderie are paramount. Testimonials from partners highlight a deep sense of community and a commitment to personal support, illustrating the firm's dedication to both its employees and investors. Generated from the website

Swain Financial Services is a reputable financial firm based in Modesto, CA, specializing in providing a range of financial planning and investment services to individuals and businesses. The company prides itself on offering personalized financial solutions tailored to meet the unique needs and goals of each client, helping them navigate the complexities of the financial world with confidence. Generated from their business information