United Financial Planning Group LLC is a New York-based financial planning firm committed to helping individuals and businesses achieve long-term financial success. Specializing in comprehensive financial advice, the firm offers personalized strategies tailored to clients’ specific life stages and financial goals. Their team of experienced professionals provides guidance in retirement planning, investment management, insurance, and estate planning. United Financial Planning Group takes a holistic approach, emphasizing education and personal involvement to build lasting financial confidence for their clients.
The firm stands out for its client-first philosophy and transparency, offering solutions that align with both short- and long-term financial objectives. With deep roots in the Long Island community, they have earned a strong reputation for integrity and trusted guidance. United FPG also partners with reputable financial institutions to provide access to a wide range of financial tools and products. Whether working with individuals, families, or small business owners, United Financial Planning Group delivers thoughtful planning and ongoing support designed to adapt as client needs evolve.
