United Financial Planning Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 1-10 Employees
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Overview
Headquarters
350 Motor Pkwy Ste 300, Hauppauge, New Y...Phone Number
(631) 234-0871Website
www.unitedfpg.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About United Financial Planning Group
United Financial Planning Group LLC is a fee-only financial planning, wealth management, and tax planning firm based in Long Island, with locations in Hauppauge, Lake Success, and New York City. The firm offers a comprehensive range of services including financial planning, investment management, and tax preparation, all designed to maximize clients' wealth while minimizing taxes and fees. Their team of CPAs and CERTIFIED FINANCIAL PLANNER professionals adheres to fiduciary standards, ensuring that clients' best interests are prioritized. United Financial Planning Group serves individuals seeking transparent and integrated financial solutions to achieve their financial goals.Explore more
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United Financial Planning Group LLC is a fee-only financial planning, wealth management, and tax planning firm based in Long Island, with locations in Hauppauge, Lake Success, and New York City. The firm offers a comprehensive range of services including financial planning, investment management, and tax preparation, all designed to maximize client... Read More
