United Planners Financial Services

United Planners Financial Services, based in Scottsdale, AZ, is dedicated to providing a supportive and professional environment for financial advisors, emphasizing a strong culture of teamwork and camaraderie. The firm prides itself on being fiercely independent and is committed to raising the success of its partners through best-in-class support tools and personal engagement.

With a focus on client-centric strategies, United Planners not only serves as a broker-dealer but also fosters a sense of community among its affiliates, exemplified by testimonials from long-time partners who appreciate the firm's collaborative spirit and commitment to growth. Their leadership team is actively involved in enhancing operational efficiencies and ensuring that advisors have a voice in the company's evolution.

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