facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Frequently Asked Questions

 
 

What can I expect when I call for the first time?

 
 
 

Do you work with clients only in the NYC area?

 
 
 

I need some Investment advice. Can you help me?

 
 
 

Do you have to manage my money to work with you?

 
 
 

If I decide to hire you what should I expect and who will I work with?

 
 
 

What are common professions/industries or companies for a client of United?

 


Ask Us Anything


Contact Us

United Financial Planning Group, LLC  BBB Business Review