Managing Partner
CurrentI provide integrated financial and retirement planning services for small business owners, and people nearing and in retirement.
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Arnold Pechler, Cfp® is listed as I help business owners and individual clients develop tax efficient retirement, succession and legacy plans. at United Professional Associates, based in Okatie, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Arnold Pechler, Cfp®.
Arnold Pechler, Cfp® previously worked as Managing Partner at United Professional Associates and Owner at United Professional Associates. Arnold Pechler, Cfp® holds Business Administration And Management, General from St. John Fisher University.
My objective is to make a meaningful positive difference in the lives of those with whom I come into contact, and enable those people to make a meaningful positive difference in my life. Coaching people on tax efficient retirement and wealth preservation strategies is my focus. I am here to both learn, and teach. I truly enjoy helping people align their financial decisions with their most important values and goals, so that they can fulfill their dreams.My Focus is helping business owners, and people who are nearing and in retirement, develop and implement a lifetime strategy that will help them reach their goals. I address risks that can be derailing as well as opportunities that can be enabling. Working with business owners on retirement and succession planning is a particular focus area where I have been able to help clients design strategies suitable for their objectives. I also have a passion for helping foreign national and international visitors to the US acquire appropriate life insurance from quality companies.Arnold Pechler, Sr., CFP® offers products and services using the following business names: United Professional Advisors – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.orgwww.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with United Professional Advisors.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax adviser or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
Listed skills include Retirement, Insurance, Life Insurance, Retirement Planning, and 46 others.
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I provide integrated financial and retirement planning services for small business owners, and people nearing and in retirement.
Direct the wholesale and retail activities of the firm. Recruit train and retain quality advisors, and make a meaningful positive difference in the lives of our clients and their families.
Direct the strategy, operations, and people of our firm so that we may be of maximum service to our clients.
Direct the marketing, underwriting and new business functions of the company, reporting directly to the president and CEO.
New Hartford, NY, US
Direct the marketing of the personal products diviision which included auto, homeowners and life insurance. Reported dirctly to the president and CEO.
New York, NY, US
Sold and serviced Metropolitan Life Insurance company products to Americans living in Europe.
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Arnold Pechler, Cfp® works for United Professional Associates.
Arnold Pechler, Cfp® is listed as I help business owners and individual clients develop tax efficient retirement, succession and legacy plans. at United Professional Associates.
Arnold Pechler, Cfp® is based in Okatie, South Carolina, United States while working with United Professional Associates.
Arnold Pechler, Cfp® has worked for United Professional Associates, Sage Financial Planning, Llc, United Wealth Advisors Group, Llc, Farmers And Traders Life, and Utica National Insurance Group.
You can use AeroLeads to view verified contact signals for Arnold Pechler, Cfp® at United Professional Associates, including work email, phone, and LinkedIn data when available.
Arnold Pechler, Cfp® holds Business Administration And Management, General from St. John Fisher University.
Arnold Pechler, Cfp® is listed with skills including Retirement, Insurance, Life Insurance, Retirement Planning, Small Business, Fixed Annuities, Financial Advisory, and Strategy.
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