United Professional Advisors

  • Financial Services
  • Watertown NY
  • 17 employees
  • Financial Services
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Company Overview

Headquarters
19607 NYS Route 3, Watertown NY
Website
unitedprofessionaladvisors.com
Phone
(585) 657-6101
Employees
17
Founded in
2005
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$6B

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Who is United Professional Advisors

United Professional Advisors, LLC is a limited liability company based in Watertown, New York. The company employs 17 people and generates $6.2 million in annual revenue. United Professional Advisors, LLC offers a range of insurance and financial services. They also offer securities and investments through Ameritas Investment Company, LLC (AIC), a member of FINRA/SIPC. Investment advisory services are provided through Ameritas Advisory Services (AAS). It's important to note that AIC and AAS are not affiliated with United Professional Advisors, LLC. United Professional Advisors, LLC emphasizes personalized service and innovative plan development. They strive to empower clients to achieve their financial goals by respecting their individual principles and values. To learn more about United Professional Advisors, LLC's products and services, please visit their website at unitedprofessionaladvisors.com or contact them directly.

Company Leadership

Kim Allen

Partner

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Zachary Allen

Managing Partner

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Neil Freeman

Partner at United Professional Advisors

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Emily Eiss-Sigel

Director of Client Relations

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United Professional Advisors Industry Tags

Financial Planning
Estate Planning
Business Planning
Retirement Planning
Life Insurance
Disability Insurance
Investment Strategies and Management
Long Term Care Insurance
Employee Benefits
Financial Services
Financial Advisory Services
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United Professional Advisors Tech Stack

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FAQ

What is the location of United Professional Advisors's headquarters?
The headquarters of United Professional Advisors are situated at 19607 NYS Route 3, Watertown NY
What is United Professional Advisors's phone number?
United Professional Advisors's contact number is (585) 657-6101.
What is United Professional Advisors's official website?
The official website of United Professional Advisors can be found at unitedprofessionaladvisors.com.
What is United Professional Advisors's current revenue?
As of October 2016, United Professional Advisors's annual revenue reached $6B.
How many employees does United Professional Advisors currently have?
United Professional Advisors employs approximately 17+ people as of October 2016
Which industries is United Professional Advisors primarily operating in?
United Professional Advisors operates in the following industries: Finance, Credit
Who is the Partner of United Professional Advisors?
United Professional Advisors's Partner is Kim Allen
What are United Professional Advisors's industry tags?
United Professional Advisors's industry tags include: Financial Planning, Estate Planning, Business Planning
When was United Professional Advisors founded?
United Professional Advisors was founded in 2005.

Employee Directory

Key Employees

Arnold Pechler

Managing Partner

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Ginger Warren

Client Services

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MaryAllyn Baeslack

Vice President

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