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United Planners' Financial Svc
Accountant in Scottsdale AZ
Areas of Expertise | financial planning | accounting services | mutual funds | annuities |
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Address
7333 E Doubletree Ranch Rd Ste 120
Scottsdale, AZ
85258 -
Contact
tel (480) 991-0225
fax (480) 991-2714
sjcuffari@unitedplanners.com -
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Map/Directions
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About
United Planners Financial Services provides full-brokerage insurance and investment advisory services to nearly 300 investment and estate planning professionals located throughout the United States. The company is registered with the Securities and Exchange Commission, a member of the National Association of Securities Dealers and The Securities Investment Protection Corporation. As a subsidiary of Pacific Life Insurance Company, United Planners is structured as a partnership and affiliated with Pacific Life Insurance select distributors. Pershing, one of the leading providers of comprehensive brokerage execution, clearance and investment products and services to financial organizations, has been working with United Planners since 193
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I've been doing this for 38 years
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Hours of Operation
Mon - Fri 9:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed