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United Planners Financial Services Of America

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Financial Planners, Financial Planning Consultants, Financial Services

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258

480-991-0225

CLOSED NOW: 
Today: 9:00 am - 5:00 pm

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DETAILS
General Info
United Planners Financial Services provides full-brokerage insurance and investment advisory services to nearly 300 investment and estate planning professionals located throughout the United States. The company is registered with the Securities and Exchange Commission, a member of the National Association of Securities Dealers and The Securities Investment Protection Corporation. As a subsidiary of Pacific Life Insurance Company, United Planners is structured as a partnership and affiliated with Pacific Life Insurance select distributors. Pershing, one of the leading providers of comprehensive brokerage execution, clearance and investment products and services to financial organizations, has been working with United Planners since 1939. United Planners Financial Services is headquartered in Scottsdale, Ariz.
Extra Phones

Phone: 480-991-1825

Fax: 480-991-2714

TollFree: 800-966-8737

Hours
Regular Hours
Mon - Fri:
Categories
Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Securities
Neighborhood
Resort Corridor
AKA

United Planners' Financial Svc

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