United Financial Planning Group

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United Financial Planning Group — overview

About

United Financial Planning Group is a New York-based wealth manager. The services it provides include financial planning, cash flow planning, insurance planning, education planning, tax & estate planning, retirement planning, long-term care planning, social security strategies, investment planning, asset management and portfolio management. The wealth manager advises individuals, high-net-worth individuals, families and small business owners.

United Financial Planning Group - known decision makers (3)

Position	Location	Asset Class
President, Founder	Hauppauge, US	GEN
Financial Advisor	Hauppauge, US	GEN
Financial Advisor	Hauppauge, US	GEN

Showing 3 of 3 known decision makers United Financial Planning Group

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