BBB Accredited Business Profile

United Planners Financial Services of America

United Planners Financial Services of America

(410) 494-1818

United Planners Financial Services of America

10 years in business
606 Baltimore Ave Ste 105
Towson, MD 21204-4098
Additional Phone Numbers
  • (800) 949-0395
Additional Website Addresses
BBB File Opened: 12/05/2012
Business Started: 04/01/2007
Business Incorporated: 07/09/1992 in AZ
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Mr. Tony Ristaino, Registered Principal
  • Mrs. Lori A. Gaster, Client Service Specialist
  • Mr. George S. Jankiewicz, CPA, CFP®
Business Category
  • Financial Planning Consultants
  • Insurance - Health
  • Insurance - Life
  • Annuities
  • Insurance - Property
  • Investment Advisory Service
  • Investment Securities
  • Retirement Planning Service
  • Insurance Services
  • Investment Management

Additional Information
  • According to website, "Securities and Advisory Services offered through United Planners' Financial Services of America, A Limited Partnership, Member FINRA/SIPC" (www.retplanner.com)
Products & Services
This company offers financial advice & service for investments, taxes, regulations, charitable giving, educational funding and other financial ventures.
Service Area
AL, CA, DE, DC, FL, GA, MD, MO, NY, NC, OK, PA, VA, & WV.
Alternate Business Names
  • United Planners' Financial Services of America, a Limited Partnership
  • United Planners Financial Services
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 20804 for this business, issued by FINRA- Financial Industry Regulatory Authority

    FINRA- Financial Industry Regulatory Authority
    1735 K St NW, Washington, DC 20006-1506
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

  • BBB records show a license number of 1095283 for this business, issued by FINRA- Financial Industry Regulatory Authority

    FINRA- Financial Industry Regulatory Authority
    1735 K St NW, Washington, DC 20006-1506
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

  • BBB records show a license number of 2546183 for this business, issued by FINRA- Financial Industry Regulatory Authority

    FINRA- Financial Industry Regulatory Authority
    1735 K St NW, Washington, DC 20006-1506
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

  • BBB records show a license number of 7225 for this business, issued by Dept. of Labor, Licensing & Regulation (dllr)

    Dept. of Labor, Licensing & Regulation (dllr)
    500 N Calvert St Ste 401, Baltimore, MD 21202
    http://www.dllr.state.md.us/license
    Phone Number:  (410) 2306001
    Fax Number:   ()
    pio@dllr.state.md.us.

  • BBB records show a license number of 51622 for this business, issued by Maryland Insurance Administration

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    http://www.mdinsurance.state.md.us
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020
    miaweb@mdinsurance.state.md.us

  • BBB records show a license number of 17890 for this business, issued by Maryland Insurance Administration

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    http://www.mdinsurance.state.md.us
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020
    miaweb@mdinsurance.state.md.us

Number of Employees: 
4
BBB accredited business

A+

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

United Planners Financial Services of America

United Planners Financial Services of America

BBB ACCREDITATION SINCE 05/09/2013

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