United Planners Financial Services of America, based in Palm Springs, CA, is a fiercely independent financial firm dedicated to elevating the success of its partners. With a strong emphasis on culture and camaraderie, United Planners offers top-notch support, tools, and a collaborative environment for financial professionals to excel.
Known for its unique teamwork culture and commitment to adding value for both advisors and clients, United Planners prides itself on being more than just a Broker Dealer - it is a home where partners have a voice in company growth and evolution. With a focus on small, efficient, and friendly service, United Planners is a trusted partner for financial professionals seeking to reach new heights in their business.
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