our mission
Our services are focused on you.
At United Planners Financial Services, we offer more than advice—we provide a strong, stable foundation for your financial future. Our team is here to guide you with clear and confident strategies. Whether you're planning for retirement or managing investments, you can rely on us to be your steady partner, helping you make well-informed decisions and secure your future with confidence.
who we serve
We specialize in helping clients create the
prosperous and
fulfilling financial future that they deserve.
United Planners Financial Services is a firm that puts you first. We take a holistic approach, prioritizing the unique needs and challenges of every person we client. Here are the people who we serve best:
ABOUT us
Meet the people of United Planners.
United Planners Financial Services is dedicated to providing strong, reliable financial guidance tailored to your unique needs. With a focus on clarity and long-term success, our team partners with you to help build a secure financial future. Trust us to be your steady, knowledgeable advisor, every step of the way.
our process
Here's how we work.
Our process is built on clear communication and steady guidance. We start by understanding your goals, then craft a personalized plan to help you achieve lasting financial security.
11350 Mccormick Road, Hunt Valley, Maryland 21031, United States
Executive Plaza 3, Suite 907
© 2023 All Rights Reserved | Privacy Policy
Contact Info
Registered Representatives offering Securities and Advisory Services through United Planners Financial Services, member FINRA and SIPC.
Check the background of these investment professionals at BrokerCheck.
Tony Ristaino is registered to conduct securities business in AL, CA, DE, DC, FL, GA, KS, MD, MO, NC, NY, OK, PA, SC, TN, TX, VA, WV.
George Jankiewicz is registered to conduct securities business in AL, DE, FL, GA, MD, NC, NY, PA, TN, VA.
Kevin Belshaw is registered to conduct securities business in AL, GA, KS, MD, MO, PA, TX, VA.
This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced
Insurance-related services may not be provided to individuals residing in any states other than AL, CA, DE, DC, FL, GA, MD, MO, NY, NC, OK, PA, VA, WV.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties or their content. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.