评论 14
过滤器:
评分
语言
种类:
最近的
S
8 几个月前

I recently sought financial advice and assistance ...

I recently sought financial advice and assistance and found United advisors to be extremely helpful. Their team provided valuable insights and guidance without any mention of their company name. I appreciate their professionalism and would definitely recommend them to others.

J
9 几个月前

👏 I am extremely satisfied with the services provi...

👏 I am extremely satisfied with the services provided by United advisors. Their team is highly professional and knowledgeable. They have helped me make sound financial decisions. I would highly recommend their services to anyone in need of financial advice.

M
9 几个月前

🤩 I am so happy with the services provided by Unit...

🤩 I am so happy with the services provided by United advisors. They have exceeded my expectations and have helped me achieve my financial goals. The team is knowledgeable, friendly, and always available to answer any questions I have. Highly recommended!

J
10 几个月前

United advisors has been my go-to financial adviso...

United advisors has been my go-to financial advisory firm for several years now. Their team has always provided excellent guidance on managing my finances. They are professional, trustworthy, and truly care about their clients' success. I highly recommend their services.

G
10 几个月前

👍 Working with United advisors has been a fantasti...

👍 Working with United advisors has been a fantastic experience. Their financial experts have helped me make the right investment decisions. They provide personalized service and have a deep understanding of the market. I am very satisfied with their services and will continue to work with them in the future.

D
10 几个月前

United advisors is a reliable and dependable finan...

United advisors is a reliable and dependable financial advisory company. They have been instrumental in helping me achieve my financial goals. Their team is friendly, knowledgeable, and committed to providing excellent service. I would recommend them without hesitation.

J
1年以前

👌 The team at United advisors is top-notch. They h...

👌 The team at United advisors is top-notch. They have been my trusted financial advisors for a while now. Their knowledge and expertise are unmatched, and they always go above and beyond to ensure that their clients' financial goals are met. I highly recommend them.

C
1年以前

I have been a client of United advisors for years,...

I have been a client of United advisors for years, and their services have never disappointed me. Their team is highly skilled and they have helped me make informed financial decisions. Their personalized approach sets them apart from other firms. Highly recommend!

R
1年以前

I had a really positive experience working with Un...

I had a really positive experience working with United advisors. The team is professional and knowledgeable, and they genuinely care about their clients' financial well-being. Their advice was invaluable in helping me make informed decisions. I would definitely recommend them.

M
1年以前

I recently used the services of a financial adviso...

I recently used the services of a financial advisory company for my investment needs. The experience was great and the advice provided was really helpful. The team was professional and knowledgeable throughout the process. I would definitely recommend their services to my friends and family.

J
1年以前

United advisors is an excellent company. I am real...

United advisors is an excellent company. I am really impressed with the level of professionalism and knowledge they provide. The team at United advisors truly cares about their clients' financial well-being. I highly recommend their services to anyone looking for expert financial advice.

P
1年以前

I recently received financial advice and guidance ...

I recently received financial advice and guidance from a reputable firm. The experience was great and the team was really helpful. I would definitely recommend their services to anyone in need of financial assistance.

关于United advisors

United Advisors:您的财务规划和投资管理的一站式解决方案

您是否正在寻找可以帮助您实现财务目标的可靠财务顾问? United Advisors 是一家领先的财务规划和投资管理公司,二十多年来一直为美国各地的客户提供服务。

在 United Advisors,我们了解每个客户都有独特的财务需求和目标。这就是我们根据您的具体情况提供个性化解决方案的原因。无论您是计划退休、为孩子的教育储蓄,还是希望通过明智的投资来增加财富,我们经验丰富的顾问团队都可以提供帮助。

我们的服务

我们提供范围广泛的服务,旨在满足客户的不同需求。以下是我们提供的一些主要服务:

财务规划:我们的认证财务规划师团队将与您一起制定综合计划,考虑您当前的财务状况、未来目标和风险承受能力。我们将帮助您制定策略来省钱、减少债务、明智地投资和保护您的资产。

投资管理:我们的投资管理服务旨在帮助您增加财富,同时将风险降至最低。我们使用基于可靠研究和分析的严谨方法来识别符合您投资目标的市场机会。

退休规划:无论您是刚刚开始您的职业生涯还是接近退休年龄,开始规划退休永远不会太早(或太晚)。我们的顾问将与您一起制定一个定制的计划,该计划将社会保障福利、养老金计划和其他收入来源等因素考虑在内。

遗产规划:保护您的资产是任何综合财务计划的重要组成部分。我们的遗产规划专家可以帮助确保您的资产在您去世后按照您的意愿进行分配,同时最大限度地减少税收和其他费用。

保险服务:我们提供多种保险产品,旨在防止意外事件(例如残疾或死亡)发生。我们的顾问将与您一起确定适合您个人情况的保险类型。

为什么选择联合顾问?

客户选择我们作为他们值得信赖的顾问的原因有很多:

经验 - 凭借 20 多年为全国客户提供服务的业务,我们在财务管理方面已经看到了这一切。
专业知识——我们所有的顾问都拥有金融或相关领域的高级学位。
个性化服务——我们以能够亲自了解每位客户而自豪,因此我们可以相应地调整我们的建议。
透明度 - 我们认为透明度是财务管理的关键,因此我们收取的所有费用都已预先明确说明。
技术驱动方法——在 UA,我们利用人工智能算法等技术工具,帮助我们比人类更快地分析数据,让我们能够代表客户做出更好的决策。


结论

总之,如果需要有关如何最好地管理财务的专家建议,那么 United Advisors 就是您的最佳选择!拥有超过 20 年的经验,通过合理的投资策略以及真正关心客户成功的高素质专业人士提供的个性化服务,帮助人们实现梦想;在管理财​​务方面,真的没有比 UA 更适合的人了!

已翻译
United advisors

United advisors

3.9