United Financial Group

Insurance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

2127 Arbor Cir W Apt 203, Ypsilanti, Mic...

Phone Number

(516) 222-0021

Revenue

$5.4 Million

Industry

Insurance
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
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1

About United Financial Group

United Financial Group, Ltd. is an independent insurance brokerage firm, founded in 1981 by Michael DeLorenzo and his daughter Lee DeLorenzo. Michael DeLorenzo began his financial career in the estate planning division of a respected life insurance company in 1972; later expanding the practice to include pension and investment planning. In 1979 Lee joined her father in business and their clear visions for absolute independence and quest to provide unbiased advice had the duo breakaway and form their own firm. Mr. DeLorenzo has since retired. Although the size of the company has increased substantially and the risk management evolved, many fundamental competencies remain the same. The firm continues to serve families, businesses, pensions and foundations - around the country including the Virgin Islands. His legacy will be everlasting as simple client courtesies such as returning phone calls promptly and wise business practices such as "take the time to do the job right the first time rRead more
Popular SearchesUnited Financial Group LtdUnited Financial Group IncUnited Financial GroupUnited Financial Group LLCUnited Finance GroupSIC Code 64,641NAICS Code 52,524Show more

United Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

United Financial Group

$5.4M
11-50
Private
<$5M
1994
$17.9M
51-200
Private
-
2007
Abdullah Al-Khalifah, Chief Executive Officer, Brokerage at Derayah Financial
Abdullah Al-KhalifahCEO, Brokerage
$11M
51-200
Private
-
-
Atef Aburas, Group Chief Operating Officer & Co-Founder, Aces at Advanced Communications and Electronics Systems Co.
Atef AburasGroup Chief Operating Officer & Co-Founder, Aces
$5.9M
11-50
Private
-
1999
MT
Maxim TimoshenkoFinancial Markets Head of Treasury
<$5M
11-50
Private
<$5M
2009
YC
Yolande CircostaDirector, Compliance & Supervision
<$5M
11-50
Private
-
1934
JO
John OberdickVice President
<$5M
1-10
Private
<$5M
2004
ML
Miranda LareseAssociate AgentnPhone
Illustration of an envelope

Company Profile Activity

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Among all Insurance companies

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High Activity

Activity Insights

United Financial Group is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

United Financial Group is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about United Financial Group.

United Financial Group financials insights

Gather financial insights about United Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All United Financial Group's Financials Insights

United Financial Group Tech Stack

A closer look at the technologies used by United Financial Group

United Financial Group News & Media

  • Lee DeLorenzo of United Asset Strategies Inducted Into Barron's...

    Barron's Top Women Advisor Lee DeLorenzo has been named to Barron's Hall of Fame, recognized for 10 years of ranking among the nation's top industry leaders. (PRWeb September 27, 2019) Read the full story at https://www.prweb.com/releases/lee_delorenzo_of_united_asset_strategies_inducted_into_barron_s_hall_of_fame_for_2019/prweb16605260.htm
  • Lee DeLorenzo Named to Barron's Top Women Financial Advisors 2019

    For the eleventh consecutive year, Lee DeLorenzo of United Asset Strategies has been selected for Barron's Top Women Financial Advisors. DeLorenzo is one of just 100 women named to this year's list, selected from advisors across the country. (PRWeb June 14, 2019) Read the full story at https://www.prweb.com/releases/lee_delorenzo_named_to_barron_s_top_women_financial_advisors_2019/prweb16374927.htm
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Frequently Asked Questions Regarding United Financial Group

What is United Financial Group's official website?
United Financial Group's official website is www.unitedfinancialgroup.com
What is United Financial Group's Revenue?
United Financial Group's revenue is $5.4 Million
What is United Financial Group's SIC code?
United Financial Group's SIC: 64,641
What is United Financial Group's NAICS code?
United Financial Group's NAICS: 52,524
How many employees does United Financial Group have?
United Financial Group has 11-50 employees
What industry does United Financial Group belong to?
United Financial Group is in the industry of: Insurance
What is United Financial Group competition?
United Financial Group top competitors include: Advanced Communications and Electronics Systems Co., Russian Standard Bank, Derayah Financial, Heber Fuger Wendin
What technology does United Financial Group use?
Some of the popular technologies that United Financial Group uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Microsoft Exchange Online
How do I contact United Financial Group?
United Financial Group contact info: Phone number: (516) 222-0021 Website: www.unitedfinancialgroup.com
What does United Financial Group do?

United Financial Group, Ltd. is an independent insurance brokerage firm, founded in 1981 by Michael DeLorenzo and his daughter Lee DeLorenzo. Michael DeLorenzo began his financial career in the estate planning division of a respected life insurance company in 1972; later expanding the practice to include pension and investment planning. In 1979 Lee... joined her father in business and their clear visions for absolute independence and quest to provide unbiased advice had the duo breakaway and form their own firm. Mr. DeLorenzo has since retired. Although the size of the company has increased substantially and the risk management evolved, many fundamental competencies remain the same. The firm continues to serve families, businesses, pensions and foundations - around the country including the Virgin Islands. His legacy will be everlasting as simple client courtesies such as returning phone calls promptly and wise business practices such as "take the time to do the job right the first time rather than having to do it over again" is adhered to every day.Read More

Is United Financial Group a public company?
United Financial Group is private company therefore does not currently have an official ticker symbol
See more information about United Financial Group

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