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About Us
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UnitedFinancialAdvisor.com was developed for the educated investor that is looking for a useful resource to
find a professional in his/her geographic area. We work with professionals all over the
country that represent many different firms. These professionals work with companies such as Raymond James,
Morgan Stanley, Ameriprise, Lincoln Financial, Fidelity, Independent Firms, and many more.
We are unlike any other resource on the Internet. UnitedFinancialAdvisor.com gives you options. Most online
resources only give you a form to fill out and then you hope to get contacted within a few days by a professional.
Other companies give you a list of professionals, but in that list you only have a name, phone
number and address; not enough information to wisely choose your financial advisor.
UnitedFinancialAdvisor.com goes above and beyond to immediately give you a local financial advisor or
investment firm's contact information, fee structure, years in business, guidelines for minimum investment amounts and
website link. We also provide more detailed information about the firm, along with an option to contact the firm
by filling out a simple form or by calling them directly!
Your financial future is one of the most important things to you. UnitedFinancialAdvisor.com feels that you should
have useful information and facts about a company before you send any forms or get a phone call from a firm 2-5 days
after submitting an online form. With UnitedFinancialAdvisor.com you pick your financial advisor, we don’t pick the
advisor for you. We feel that this is what financial planning should be, the freedom and independence to decide whom
you want to work with in planning your financial future. We simply provide a wealth of information up front to minimize
the chance of surprises later.
Thank you for taking the time to learn more about UnitedFinancialAdvisor.com and we look forward to being your resource
in locating a professional to plan your financial future!
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Privacy Policy: We will never disclose your personal information to any third party besides the
appropriate financial advisors, except if required by law. Your information is forwarded to one financial
advisor and it is used solely by him/her.
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