United Financial Planning Group, LLC
United Financial Planning Group is an independent, fee-only financial planning and wealth management firm founded on the principle of putting clients' interests first.
Our service model emphasizes a synergy of comprehensive financial planning, proactive tax planning and preparation, and customized, tax-efficient investment management tailored to each client's specific goals. We believe in aligning every aspect of financial strategy to maximize wealth, minimize taxes & fees, and ensure long-term financial success for his clients.
United FPG works with retirees, those nearing retirement, small business owners, high-net-worth individuals and families, and high-earning professionals.
As fiduciaries, we maintain transparency, free from commissions or proprietary products, ensuring our clients' best interests come first.
United Financial Planning Group has offices in NYC, Hauppauge, and Lake Success, but provides services nationwide.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.