United Financial Planning Group LLC Employee Directory

United Financial Planning Group LLC Global Highlights

Location

Employees

North America

18

• United States Of America
  18

United Financial Planning Group LLC's Leadership

• 
  J. F.

  Director Of Financial Planning

  Mobile Phone

  Email
• 
  J. M.

  Property Manager

  Mobile Phone

  Email
• 
  M. L.

  Information Technology Services Manager

  Mobile Phone

  Email
• 
  P. W.

  Client Services Manager

  Mobile Phone

  Email
• 
  G. R.

  Independent Insurance Agent

  Mobile Phone

  Email
• 
  G. S.

  Investment Strategist At United Financial Group Ltd

  Mobile Phone

  Email
• 
  J. V.

  Executive Assistant

  Mobile Phone

  Email
• 
  M. J.

  Field Engineer

  Mobile Phone

  Email

United Financial Planning Group LLC Employee Metrics

• Banking
• Business
• Other

Banking is the largest department at 86% of profiles with a known department, up from 83% in January 2026, followed by Business (14%, down from 17%).

Contact profiles from United Financial Planning Group LLC

• 
  J. F.

  Director Of Financial Planning

  Mobile Phone

  Email

  Oct 22, 2024
• 
  J. M.

  Property Manager

  Mobile Phone

  Email

  Oct 23, 2024
• 
  M. L.

  Information Technology Services Manager

  Mobile Phone

  Email

  Oct 21, 2024
• 
  P. W.

  Client Services Manager

  Mobile Phone

  Email

  Oct 18, 2024
• 
  G. R.

  Independent Insurance Agent

  Mobile Phone

  Email

  Oct 16, 2024
• 
  G. S.

  Investment Strategist At United Financial Group Ltd

  Mobile Phone

  Email

  Oct 17, 2024
• 
  J. V.

  Executive Assistant

  Mobile Phone

  Email

  Oct 21, 2024
• 
  M. J.

  Field Engineer

  Mobile Phone

  Email

  Oct 21, 2024
• 
  S. A.

  Personal Financial Planner

  Mobile Phone

  Email

  Oct 17, 2024

• 1

Frequently Asked Questions

What are the largest departments at United Financial Planning Group LLC?

Banking is the largest department at 86% of profiles with a known department, up from 83% in January 2026, followed by Business (14%, down from 17%).

How has United Financial Planning Group LLC's workforce changed over the past year?

United Financial Planning Group LLC's workforce grew 17% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 83% to 86%.

How many employees does United Financial Planning Group LLC have currently?

United Financial Planning Group LLC has approximately 10 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are United Financial Planning Group LLC's key employees and leadership?

As of November 2026, United Financial Planning Group LLC's key employees include:

• Director Of Financial Planning: J. F.
• Property Manager: J. M.
• Information Technology Services Manager: M. L.
• Client Services Manager: P. W.
• Independent Insurance Agent: G. R.

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What is United Financial Planning Group LLC's most common email format?

United Financial Planning Group LLC employees' email format typically follows the pattern of First@unitedfpg.com. Trying to find reliable and up-to-date employee contact data? Find more United Financial Planning Group LLC email formats with LeadIQ.

What is United Financial Planning Group LLC known for?

United Financial Planning Group LLC was founded in 1999 and operates in the Financial Services industry. You can contact United Financial Planning Group LLC's main corporate office by phone at

+1-516-222-****

. Explore United Financial Planning Group LLC's company overview page for more information.