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United Financial Planning Group LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

United Financial Planning Group LLC operates in the financial services sector as a fee-only fiduciary firm offering financial planning, tax, and wealth management services. Its close-knit team includes CERTIFIED FINANCIAL PLANNER™ professionals and CPAs who collaborate to translate retirement goals into a comprehensive retirement plan. The firm is based in Hauppauge, New York. It serves individuals seeking retirement guidance and aims to align financial planning with tax and wealth management needs through a coordinated advisory approach. As a small, specialized practice within the financial services industry, it leverages the expertise of its CFP and CPA professionals.

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

United Financial Planning Group LLC Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

United Financial Planning Group LLC's Leadership

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    G. B.
    President
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    Mobile Phone
  • Stylized image of a person
    M. B.
    Director Of Business Development
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    Mobile Phone
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    J. F.
    Director Of Financial Planning
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    Mobile Phone
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    J. M.
    Property Manager
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    Mobile Phone
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    M. L.
    Information Technology Services Manager
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    Mobile Phone
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    P. W.
    Client Services Manager
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    Mobile Phone
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    R. D.
    Financial Planner
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    Mobile Phone
  • Stylized image of a person
    J. V.
    Financial Advisor
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    Mobile Phone

United Financial Planning Group LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from United Financial Planning Group LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. S.
    Investment Strategist At United Financial Group Ltd
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. V.
    Executive Assistant
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    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. J.
    Field Engineer
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. A.
    Personal Financial Planner
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is United Financial Planning Group LLC known for?

Minus sign iconPlus sign iconUnited 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 Hauppauge, New York 11788 United States; 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?

Minus sign iconPlus sign iconUnited 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?

Minus sign iconPlus sign iconUnited Financial Planning Group LLC has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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

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

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