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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?


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United Financial Planning Group, LLC  BBB Business Review