United Planners

United Planners Financial Services is a broker-dealer that works mainly with independent financial advisors rather than individual households. Founded in 1987 and owned by its employees and advisors, the firm offers an open-architecture platform, practice management tools, and support for advisors who affiliate with it, including transition help and succession planning.

The Scottsdale office on East Doubletree Ranch Road houses the leadership team and home office. Individuals looking for a personal financial advisor would need to contact one of the affiliated professionals directly, since the firm's own work centers on supporting those advisors. The firm also lists a mailing address and a toll-free number for general inquiries.