Securities America Inc

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

We strive for excellence in every service. We want our clients to be impressed with the quality, attentiveness, and professionalism of our services. We intend to lead process for even better solutions. We seek accountability in performance of our ideas, our management and our services. We like to be tested for the value we provide and the comparison with our peers. We are only as good as our word and we want our word to be respected. We take our integrity seriously. We have built workflow systems to capture tasks, request and monitor processes to provide the highest level of follow-through in everything we do.