If you are an advisor considering affiliating with United Planners, click here for more information.
Get infoIf you are a current investor, or considering investing through United Planners, click here for more information.
Get infoLearn more about the history of the firm, our culture, meet the leadership team and how United Planners gives back to the community.
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Limited Partner
United Planners is more than a Broker/Dealer; it is a home. When I was diagnosed with cancer, my United Planners family surrounded me with love, prayers, and support in a way that is completely unheard of in our industry.
Limited Partner
I have been affiliated with United Planners for 25+ years. It has been my experience from Day One that the Home Office works very hard to be on the same team with the field. This teamwork culture grows each year. I am constantly amazed at the ongoing effort to add value and efficiency for my office and my clients.
Limited Partner
Every BD promises a seamless transition. At UP, exceeding expectations was the norm.
Limited Partner
United Planners is exactly as advertised: Small, efficient & friendly. As a partner/part owner of the firm, I have a vote and voice in how the company grows and evolves.
Michael A. Baker
President, CEO and General Partner
Sheila J. Cuffari-Agasi
Executive Vice President/CRO & General Partner
Billy Oliverio
Executive Vice President, Chief Marketing Officer and General Partner
JoinUP Today! (Financial Professionals Only)
If you are an advisor considering affiliating with United Planners, click the link below to download our eKit. Read more to learn about the Steps of Affiliation, Transition Support and Succession Planning services.
DOWNLOAD OUR E-KITPO Box 5750
Scottsdale, AZ 85261
