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United Advisors

Overview:

Whether you are a sole proprietor or have a small business, we understand that you have a lot on your to-do list! United Advisors would like to be a part of your team and help you with your employee benefit package. We offer multiple medical and dental plans, as well as short and long term disability, life insurance and more.

United Advisors is an experienced independent consulting firm. Our strategic alliances with numerous insurance and investment companies allow us to offer a comprehensive scope of solutions to help make your benefit program successful!

Did you know that an effective 401(k) plan could help you retain key employees, improve your recruiting efforts and help reduce your corporate tax liability? A defined contribution plan is a great way to improve your benefits package if you don't have one already. Or it may be time to review your existing plan to ensure that it is cost-effective and still meeting your needs.

United Advisors will help you every step of the way! From designing the plan contribution formulas and provisions to the selection of the menu of investments, we have the expertise to keep your plan running smoothly!

United Advisors specializes in bringing Wall Street right into your hometown. Our employees are just like you - they are people with hopes, dreams and ideas. They have goals for their retirement, desire educational opportunities for their children and want a secure financial future. They also know that trying to understand the complexities and intricacies of investment products is sometimes a daunting task. Our investment specialists will take the time to get to know you and your goals.. Then they will help you choose from a wide range of products that suit your investment style and your savings goals.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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