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 (www.finra.org) / SIPC (www.sipc.org). 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.
Company Details
- Employees
- 41
- Founded
- -
- Address
- 1715 Indian Wood Circel,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- uawealth.com
- Keywords
- Comprehensive Financial Planning.
- HQ
- Maumee, Ohio
United Advisors Questions
United Advisors's website is uawealth.com
United Advisors's LinkedIn profile is https://www.linkedin.com/company/united-advisors
United Advisors has
41 employees.
View email and phone details for 41
employees at United Advisors.
United Advisors's industry is
Financial Services
United Advisors's top competitors are
Generations Bank,
United Advisory Group,
Etf Global,
Gts,
Baptist Health,
The Millennium Alliance,
Hueman Rpo,
United Advisor Group.
United Advisors's categories are Financial Services
United Advisors's founding year is 1985
