United Planners Celebrates Success!
United Planners is proud of its Arizona heritage as it was established in AZ in 1987 and remains headquartered in Scottsdale, AZ.
- United Planners is proud of its Arizona heritage as it was established in AZ in 1987 and remains headquartered in Scottsdale, AZ.
- Low and behold, United Planners received top honors from its employees resulting in the company getting ranked in the top 20 in the Small Business Category.
- ranked United Planners #10 with 65% of its $177 million total revenue derived from advisory fee revenue.
- United Planners' overall ranking was #23 out of 47 Independent Broker Dealer participants in Financial-Planning's "IBD Elite" survey.