What departments does United Advisors have?

United Advisors has employees across 1 departments including Consultant.

What is the largest department at United Advisors?

The largest department at United Advisors is Consultant with 1 employees.

Where are United Advisors employees located globally?

United Advisors has employees across 1 continents and 1 countries including United States Of America.

How has United Advisors's team size changed over time?

United Advisors's team has grown from approximately 4 to 8 employees based on available data.

United Advisors Employee Directory

Financial ServicesOhio, United States11-50 Employees

United Advisors is a financial services firm offering comprehensive financial planning and wealth management. Its services span goal development, asset management, risk management, college and retirement planning, and estate planning, framed to help clients organize and refine their financial strategies. The firm operates within the advisory space, with securities offered through Securities America and advisory services provided by United Advisors, LLC; it notes an affiliation distinction between these entities and lists a broad range of states where its securities are licensed. Based in Maumee, Ohio, United Advisors traces its origins to Bolanis Financial Planning Group and has been in business since 1985, indicating an established presence in the regional market. The company serves clients seeking integrated financial guidance and risk-aware planning, positioning itself among mid-sized financial services firms in the United States.

United Advisors Global Highlights

North America
20

United States Of America
20

United Advisors's Leadership

A. S.
Investment Advisor
Mobile Phone
Email
M. G.
Insurance Provider
Mobile Phone
Email

United Advisors Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other
Business
Consultant

Contact profiles from United Advisors

Name

Title

Contact

Location

Last Update

A. S.
Investment Advisor
Mobile Phone
Email
Jun 01, 2026
M. G.
Insurance Provider
Mobile Phone
Email
May 14, 2024

Frequently Asked Questions

What is United Advisors known for?

United Advisors was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-452-****

. Explore United Advisors's company overview page for more information.

What is United Advisors's most common email format?

United Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more United Advisors email formats with LeadIQ.

How many employees does United Advisors have currently?

United Advisors has approximately 38 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are United Advisors's key employees and leadership?

As of August 2026, United Advisors's key employees include:

Investment Advisor: A. S.
Insurance Provider: M. G.

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United Advisors Employee Directory

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