charles aubertin
partner at united planners financial services
financial services
grand coulee, washington, united states
michael baker
president
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See full contact details in OrionContact Information
Professional Email
mba****@unitedplannersokc.com
Personal Email
mxb****@hotmail.com
Work Phone
(480) 991*****
Mobile
(480) 991*****
Local Location
scottsdale, arizona, united states
HQ Location
Scottsdale, arizona, united states
Industry
financial services,
Designation
president
Birthday
-
Gender
male
United planners is a national wealth management firm that provides financial planning investment management and insurance services. Established in 1987, united planners is proud of its true independence and its “absolutely not for sale” stance because it is 100% owned by its employees and financial professionals that then help investors manage their wealth to achieve their goals. united planners is an open architecture model that offers flexible efficient and scalable solutions to position its financial professionals to build and manage successful businesses.
HQ Location
Scottsdale, arizona, united states
Industry
financial services
Employees
210
Founded
1987
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