United Planners Financial Services is a fiercely independent and not-for-sale firm based in Oklahoma City, OK. With a strong emphasis on culture and camaraderie, they provide top-notch support, tools, and resources to financial professionals, whether they are solo practitioners or part of a team, helping them excel in their business.
With a history spanning over 25 years, United Planners is known for its teamwork culture and commitment to adding value and efficiency for both their offices and clients. As a partner and part-owner of the firm, financial professionals have a voice and vote in the company's growth and evolution, making United Planners a unique and empowering choice for those looking to elevate their success in the financial services industry.
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