ABOUT

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.

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Tony
Ristaino, CFP®

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George
Jankiewicz, CFP®, CPA

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Kevin

Belshaw, CFP®

Check the background of these investment professionals.

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11350 Mccormick Road, Hunt Valley, Maryland 21031, United States

Executive Plaza 3, Suite 907

© 2023 All Rights Reserved | Privacy Policy

Contact Info

Phone: 410-494-1818

Toll Free: 800-949-0395

Fax: 410-494-1823

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.

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