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Business Profile

Financial Planning Consultants

United Planners Financial Services of America
BBB Accredited BusinessA+Rated by BBB
Visit Website(410) 494-1818Write a Review

About

Important information

  • Additional Info:
    According to website, "Securities and Advisory Services offered through United Planners' Financial Services of America, A Limited Partnership, Member FINRA/SIPC" (www.retplanner.com)

Overview

United Planners Financial Services of America

11350 McCormick Rd # 907

Hunt Valley, MD 21031-1002

Get DirectionsView Service Area

BBB Accreditation & Rating

United Planners Financial Services of America is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

United Planners Financial Services provides financial planning and advisory services, including retirement planning and investment management. The company assists clients with creating personalized financial strategies.

BBB Accredited Since: 5/20/2019

Years in Business: 19

Products and Services

This company offers financial advice & service for investments, taxes, regulations, charitable giving, educational funding and other financial ventures.

Business Details

Local BBB:
BBB of Greater Maryland
BBB File Opened:
12/5/2012
Business Started:
4/1/2007
Business Incorporated:
7/9/1992
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
United Planners' Financial Services of America, a Limited Partnership
United Planners Financial Services

Additional Contact Information

Principal Contacts
Mr. Tony Ristaino, Registered Principal
Customer Contacts
Mr. Tony Ristaino, Registered Principal
Mr. George S. Jankiewicz, Accountant
Mrs. Lori A. Gaster, Client Service Specialist
Mr. George L. Deares, Registered Agent
Fax numbers
Primary Fax: (410) 494-1823
Additional Phone Numbers
Other Phone: (800) 949-0395
Social Media

Licensing information

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 7225 for this business, issued by Maryland Department of Labor Board of Public Accountancy. The expiration date of this license is 1/24/2028.

Maryland Department of Labor Board of Public Accountancy

100 S. Charles Street, Tower I

Baltimore MD 21201

410-2306258

Fax: (410) 9628483

Website

BBB records show a license number of 51622 for this business, issued by Maryland Insurance Administration. The expiration date of this license is 10/30/2026.

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

410-4682000Website

BBB records show a license number of 17890 for this business, issued by Maryland Insurance Administration. The expiration date of this license is 10/31/2026.

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

410-4682000Website

BBB records show a license number of 1095283 for this business, issued by FINRA- Financial Industry Regulatory Authority. The expiration date of this license is 12/19/2026.

FINRA- Financial Industry Regulatory Authority

1700 K Street, NW

Washington DC 20006

301-5906500Website

BBB records show a license number of 2546183 for this business, issued by FINRA- Financial Industry Regulatory Authority. The expiration date of this license is 12/19/2026.

FINRA- Financial Industry Regulatory Authority

1700 K Street, NW

Washington DC 20006

301-5906500Website

Additional Information

Other Resources
Maryland Insurance Administration
525 St Paul St
Baltimore MD 21202
Phone Number: 410-468-2000
https://insurance.maryland.gov
U.S. Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
Phone Number: 800-732-0330
Fax Number: (202) 772-9295
https://www.sec.gov
[email protected]
Business Categories
Financial Planning Consultants, Insurance Services Office, Life Insurance, Retirement Planning Services, Health Insurance, Investment Advisory Services, Investment Management, Property Insurance, Investment Security, Annuities

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