Close-Up TV News recognizes United Planners Financial Services as a leader among financial broker-dealers.
United Planners Financial Services is a national independent broker dealer specializing in providing securities, financial planning, insurance and marketing support services to a group of independent brokers affiliated with the firm all over the United States.
Based in Scottsdale, AZ United Planners maintains a group of approximately 300 representatives, usually independent securities oriented brokers with varying practices across the country, who provide services and products to both businesses and individuals within the investment community. These independent representatives are supported by United Planners’ back office services, allowing them to properly focus on their clients.
“Our clients are our representatives; their clients are the investing public,” says CEO Thomas Oliver. “Ultimately, we all have a responsibility to the investing public. Because our representatives share in the success of the firm they really have a vested interest to not only do a good job for their clients and themselves but also for the company as a whole.”
United Planners was carefully structured as a Limited Partnership from its inception. This formidable business structure allows clients to work directly with independent representatives who are Limited Partners of their own firm. These representatives focus on assisting clients in reaching their financial objectives through reasonable investment and financial planning strategies. As their clients succeed, they succeed along with their broker dealer. United Planners then shares the resulting profits with their limited partners.
“We’ve been quietly doing it right,” says Oliver. “We feel this is the right way to do business and United Planners was structured this way since day one. Many law firms are structured this way so individual attorneys can do their work, build their practices and share in the overall successes of the firm. The benefits of a limited partnership are just as valid for a broker dealer as they are for all these law firms. We’ve never tried to be the biggest but we have tried to be the best and to be the best you really need to share the profits you earn with those individuals who are responsible for that success.”
Close-Up TV News (http://www.closeuptvnews.com) produces Close-Up on America’s Business, the premier news magazine television program spotlighting the country’s most successful businesses. Close-Up TV News only selects business leaders and entrepreneurs who are making a difference in their industry, highlighting your company’s products, services and keys to success.
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Contact Info
United Planners Financial Services
7333 E Doubletree Ranch Rd, Suite 120
Scottsdale, AZ 85258
Contact: Thomas H. Oliver, President, CEO
Jeannette Vernia, Senior Vice President, Marketing
Tel: (480) 991-0225
(800) 966-8737
Fax: (480) 991-2714
Website: http://www.unitedplanners.com
