Our Firm
About UNITED PLANNERS
We help secure your financial health.
We work with you to create a financial plan that feels right and stays strong as your life evolves. Our approach is simple: understand your needs, offer clear advice, and be there whenever you need us. Together, we’ll build a future you can look forward to with confidence.
Our mission.
Guiding Your Financial Journey
At United Planners Financial Services, our mission is simple: to empower you with the knowledge and tools needed to secure your financial future. We believe that true financial health comes from understanding your options and making informed decisions with confidence. Our dedicated team is here to guide you every step of the way, helping to ensure that
your financial plan reflects your goals, values, and the life you envision.
11350 Mccormick Road, Hunt Valley, Maryland 21031, United States
Executive Plaza 3, Suite 907
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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.
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