United Planners Financial Services
Finance · Arizona, United States · 51-200 Employees
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Overview
Headquarters
7333 E Doubletree Ranch Rd Ste 120, Scot...Phone Number
(480) 991-0225Website
www.unitedplanners.comRevenue
$22.3 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
4
3
3
3
About United Planners Financial Services
Founded in 1987 United Planners is an independent broker dealer and financial service firm based out of Scottsdale, Arizona.Explore more
United Planners Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
United Planners Financial...
$22.3M
51-200
Private
-
1987
Chad ShindelVice President & Chief Financial Officer
Company Profile Activity
Activity Insights
United Planners Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
United Planners Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about United Planners Financial Services.
United Planners Financial Services Tech Stack
A closer look at the technologies used by United Planners Financial Services
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Most Recent Scoops
Project
, according to a high-level source in finance & accounting, is currently in the request for proposal (RFP) stage for upcoming initiatives related to treasury and risk management software.
Request for Proposal (RFP), Automation, Accounting, Financial Systems, Software, Financial Reporting, Finance, Risk
Project
, according to a high-level source in finance & accounting, is currently in the request for proposal (RFP) stage for upcoming initiatives related to cloud-based accounting software.
Cloud, Request for Proposal (RFP), Accounting, Financial Systems, Software, Financial Reporting, Finance
Project
, according to a high-level source in finance & accounting, is in the midst of initiatives related to departmental accounting.
Accounting, Financial Reporting, Finance
Project
, according to a high-level source in finance & accounting, is currently in the request for proposal (RFP) stage for upcoming initiatives related to financial close management.
Request for Proposal (RFP), Accounting, Financial Planning, Financial Reporting, Finance
Project
Spending/Investment, Accounting, Financial Planning, Funding, Compensation & Benefits, Financial Reporting, Finance
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Frequently Asked Questions Regarding United Planners Financial Services
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Founded in 1987 United Planners is an independent broker dealer and financial service firm based out of Scottsdale, Arizona.... Read More
