United Financial Planning Group LLC
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About United Financial Planning Group LLC
Member since
July 2021
United Financial Planning Group LLC is a fiduciary, fee-only financial advisory firm with offices in Long Island and NYC. We provide financial planning, investment management, tax planning, tax preparation, retirement planning, inheritance planning, and equity compensation planning. What sets us apart is how we integrate tax strategy into every area of our process—giving retirees, those nearing...
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