United Wealth Group Llc
United Wealth Group LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
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Verified contacts
14
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
15
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- SZ
Shawn Zielinski
Director of Operations · Operations
EmailPhone - NS
Nick Saleem
Financial Professional · Finance & Accounting
EmailPhone - JI
Joe Inzitari
Business Development Manager · Sales & Business Development
EmailPhone - AK
Arjun Kapoor
Financial Professional · Finance & Accounting
EmailPhone
Showing 4 of 14 verified contacts
Top roles at United Wealth Group Llc
9 distinct titles indexed · top 9 shown.
- 4financial professional
- 2financial representative
- 2wealth management intern
- 1associate financial advisor
- 1bus dirver
- 1business development manager
- 1director of operations
- 1financial advisor
- 1practice manager
Sign up to unlock all 14 contacts at United Wealth Group Llc
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