FINANCIAL PROFESSIONALS

If you are an advisor considering affiliating with United Planners, click here for more information.

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INVESTORS

If you are a current investor, or considering investing through United Planners, click here for more information.

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ABOUT US

Learn 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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What Financial professionals say

Alan Stephenson

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.

WHAT EMPLOYEES SAY

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What makes United Planners unique?

Michael A. Baker
President, CEO and General Partner

What motivates Sheila every day?

Sheila J. Cuffari-Agasi
Executive Vice President/CRO & General Partner

How does Billy remain passionate about United Planners?

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.

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CONTACT US

  • PHYSICAL ADDRESS:

    7333 E. Doubletree Ranch Road
    Suite 120
    Scottsdale, AZ 85258

  • MAILING ADDRESS:

    PO Box 5750
    Scottsdale, AZ 85261

  • PHONE NUMBER:

    480-991-0225
    800-966-8737