United Professional Advisors, LLC

Financial ServicesNew York, United States11-50 Employees

United Professional Advisors, LLC operates in the financial services sector from Watertown, New York. The firm provides a range of insurance and investment services through its affiliates, including Ameritas Investment Company, LLC and Ameritas Advisory Services, with a structure that distinguishes securities and investment advisory activities from general insurance offerings. Its stated objective is to support clients in managing their financial futures by applying teamwork, service, and carefully crafted plans that align with individual principles and values. The company positions itself as a trusted advisor aimed at helping clients achieve personal financial goals for themselves, their families, and their communities. The organization emphasizes client-centric guidance while noting that investment and tax advice are provided by its affiliated entities and that information from third parties is not guaranteed by its affiliates. United Professional Advisors is based in northern New York and appears to serve residents in states where its representatives are registered, indicating a regional focus within the broader financial services landscape.

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