United Planners Financial Services

About United Planners Financial Services

United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its “Adamantly Not For Sale” stance because it is 100% owned by its employees and financia...

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United Planners Financial Services Company Information

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Phone Number

800.966.8737

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Corporate Office Address

7333 East Doubletree Ranch Road
Scottsdale, 85258

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Website

Number of Employees

201 - 500 Employees

Company Revenue

$100M - $500M

United Planners Financial Services Email Format

The most common United Planners Financial Services email format is [f][last] (ex. jdoe@unitedplanners.com), currently being used by 99% of United Planners Financial Services business email addresses. There are 10 email formats used by United Planners Financial Services.

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United Planners Financial Services's Tech Stack

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Frequently Asked Questions About
United Planners Financial Services

Who is United Planners Financial Services's CEO?

United Planners Financial Services's CEO is Michael Baker

Who is United Planners Financial Services's CMO?

United Planners Financial Services's CMO is Billy Oliverio

Who is United Planners Financial Services's CFO?

United Planners Financial Services's CFO is Chad Shindel

Where is the United Planners Financial Services headquarters?

United Planners Financial Services's HQ is located at 7333 East Doubletree Ranch Road, Scottsdale

What is the United Planners Financial Services's main phone number?

United Planners Financial Services's phone number is 800.966.8737

What is the United Planners Financial Services's official website?

United Planners Financial Services's official website is unitedplanners.com

What is United Planners Financial Services's Revenue?

United Planners Financial Services's revenue is $100M - $500M

How many employees are working in United Planners Financial Services?

United Planners Financial Services has 201 - 500 employees

What industry is the United Planners Financial Services in?

United Planners Financial Services is in the industry of: Financial Service

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