United Financial Planning Group
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United Financial Planning Group, based in Hauppauge, NY, is a fee-only financial planning, wealth management, and tax planning firm with additional locations in Lake Success and New York City. Their team of CPAs and CERTIFIED FINANCIAL PLANNER professionals adheres to the highest fiduciary standards, ensuring that clients' financial health is nurtured toward growth and resilience.
The firm offers a comprehensive suite of services, including personalized financial planning, expert investment management, and proactive tax strategies, all designed to maximize wealth while minimizing taxes and fees. With a commitment to transparency and a focus on clients' best interests, United Financial Planning Group provides a holistic approach to financial well-being.
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