United Advisors
Comprehensive Financial Planning, including goal development, asset management, risk management, college and retirement planning, estate planning and wealth management. The company and its predecessor Bolanis Financial Planning Group have been in business since 1985. Securities offered through Securities America, Inc. Member FINRA SIPC Advisory services offered through United Advisors, LLC. United Advisors, LLC is not affiliated with Securities America. Securities licensed in AZ, CA, CO, CT, DE, FL, GA, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY, DC, AE. Branch Address: 1715 Indian Wood Cir, Suite 200, Maumee, OH 43537.
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
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Kimberly Greenwood
Adminstrative Assisant · Operations
EmailPhone - MA
Melissa Adams
Marketing · Advertising & Marketing
EmailPhone
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Top roles at United Advisors
11 distinct titles indexed · top 10 shown.
- 1adminstrative assisant
- 1agent
- 1business development
- 1consultant
- 1investment advisor
- 1manager
- 1marketing
- 1mgr
- 1president
- 1recruting
- +1more titles
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