United Financial Planning Group LLC Employee Directory

Q: What is United Financial Planning Group LLC known for?

United Financial Planning Group LLC was founded in 1999. United Financial Planning Group LLC operates in the Financial Services industry.

Financial ServicesNew York, United States11-50 Employees

We are a fee-only, fiduciary firm that offers financial planning, tax, and wealth management services. Our close-knit team consists of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs who collaborate to transform your retirement goals into a comprehensive retirement plan.

Find United Financial Planning Group LLC employees' phone numbers or email addresses

United Financial Planning Group LLC Global Highlights

North America
19

United States Of America
19

United Financial Planning Group LLC's Leadership

G. B.
President
Mobile Phone
Email
A. N.
Director Of Financial Planning
Mobile Phone
Email
M. B.
Director Of Business Development
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
R. D.
Financial Planner
Mobile Phone
Email
G. R.
Independent Insurance Agent
Mobile Phone
Email

Contact profiles from United Financial Planning Group LLC

Name

Title

Contact Info

Location

Last Update

J. V.
Executive Assistant
Mobile Phone
Email
Oct 21, 2024
J. V.
Financial Advisor
Mobile Phone
Email
United StatesConnecticut
Oct 26, 2025
M. J.
Field Engineer
Mobile Phone
Email
Oct 21, 2024
S. A.
Personal Financial Planner
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is United Financial Planning Group LLC known for?

United Financial Planning Group LLC was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 350 Motor Parkway, Suite 300; you can contact the main corporate office by phone at

+1-516-222-****

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

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 . Trying to find reliable and up-to-date employee contact data? Find more United Financial Planning Group LLC email formats with LeadIQ.

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

United Financial Planning Group LLC has approximately 11 employees as of December 2025. 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 December 2025, United Financial Planning Group LLC's key employees include:

President: G. B.
Director Of Financial Planning: A. N.
Director Of Business Development: M. B.
Property Manager: J. M.
Information Technology Services Manager: M. L.

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