United Planners Financial Services is an independent financial services firm based in Harriman, TN. With a team of over 90 trained home office employees, they provide comprehensive support to financial professionals, offering integrated technology, back-office support, and marketing services to help advisors grow their businesses. Founded in 1999, United Planners has become one of the industry's most recognized independent financial services firms, with representatives who have acquired over $13.5 billion in assets to date.
As a uniquely independent firm, United Planners focuses on the shared vision and values of their financial professionals, providing the platforms and programs necessary for their prosperity and success. They offer a range of investment options and affiliation models, allowing advisors to create their ideal business model and work with investment products that align with their clients' goals. With a commitment to delivering quality investment, insurance, and retirement planning products, United Planners ensures that their representatives are equipped with the expertise needed to meet client demands.
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