United Financial Services
- Company typePrivate
- Founded1985
- HeadquartersLiverpool, United States
- Headcount251–500
- GTM typeB2B and B2C
- OfferingServices
United Financial Services firmographics
Firmographics- Name
- United Financial Services
- Legal name
- United Financial Services
- Website
- https://ufsteam.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Ownership category
- akta.pro rank
United Financial Services industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where United Financial Services is headquartered
LocationHeadquarters
- HQ city
- Liverpool
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
United Financial Services business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Planning and Advisory Services: Revenue generated through financial planning, wealth management, and advisory services for individuals and business owners. Services include retirement planning, estate protection, and investment management.
- Tax Preparation Services: Tax preparation and planning services for individuals and businesses, providing comprehensive tax return preparation and strategic tax planning.
- Bookkeeping and Payroll Services: Business services including QuickBooks training, bookkeeping, and payroll management for local businesses.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
United Financial Services product offering
Product offeringCore offering
United Financial Services is a financial advisory firm that delivers personalized retirement planning, tax preparation, estate protection, social security advisory, and employer-sponsored qualified plan (401k, SEP, 403b) management to individuals and business owners. It supplements these core advisory services with operational business offerings including bookkeeping, payroll management, and CertifiedPro QuickBooks Advisor training. Securities and financial planning are offered through the firm's affiliation with LPL Financial, a Registered Investment Advisor and FINRA/SIPC member broker-dealer.
Product overview
United Financial Services is a financial advisory firm offering a unified suite of wealth management and planning services. The core offerings include Retirement Planning, Tax Preparation (the founding service since 1985), Estate Protection, and Social Security Advisory, supported by Lifetime Income Need planning and Paying for Retirement guidance. The firm also provides Employer-Sponsored Qualified Plans advisory and ancillary services including QuickBooks Training, Book Keeping, and Payroll Services for business clients. The company operates through its broker-dealer relationship with LPL Financial, providing securities and financial planning services.
Differentiator
Problem solved
Functional benefit
Companies that use United Financial Services
Customer profileSegments2 records
Ideal customer profiles2 records
United Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
United Financial Services partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- LPL FinancialcoreSecurities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. United Financial Services operates as an affiliated practice under LPL Financial's broker-dealer infrastructure.
- Upstate FoundationminorCommunity outreach partner. United Financial Services supports the Upstate Foundation through community giving.
- Crohn's & Colitis FoundationminorCommunity outreach partner. United Financial Services supports the Crohn's & Colitis Foundation through community giving.
- Homes For Our TroopsminorCommunity outreach partner. United Financial Services supports Homes For Our Troops through community giving.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
United Financial Services competitors and assessment
Company assessmentDirect peers
- Edward Jones: Large network of independent financial advisors providing comprehensive financial planning, retirement, and wealth management to individuals and small businesses — directly comparable to United Financial Services' holistic, advisor-led model.
- Ameriprise Financial: Financial advisory firm with a large franchise of independent advisors delivering holistic financial planning, retirement, tax, and wealth management services — closely aligned with United Financial Services' comprehensive service set and target clientele.
- Raymond James Financial: Diversified financial services firm with a sizable independent advisor network providing investment, retirement, and tax planning — comparable in client base, advisor-led delivery, and broker-dealer affiliation structure.
- Northwestern Mutual: Mutual company with a network of financial advisors providing financial planning, retirement, insurance, and wealth management — directly comparable holistic financial advisory offering to individuals and business owners.
- Stifel Financial: Wealth management and investment banking firm with a national advisor network offering retirement planning, investment advisory, and wealth services — comparable target market and advisor-led delivery to United Financial Services.
Broad incumbents
- Cetera Financial Group: Independent broker-dealer network supporting affiliated financial advisors with retirement, investment, and planning services — comparable affiliation-based advisor model, but at materially larger scale than United Financial Services.
- Cambridge Investment Research: Large independent broker-dealer supporting affiliated financial advisors with planning, investment, and retirement services — mirrors the LPL-affiliated independent advisor model used by United Financial Services but at substantially larger scale.
- Wells Fargo Advisors: Wirehouse-affiliated advisor network offering comprehensive financial planning, retirement, and wealth management — overlaps with United Financial Services' service set but as part of a much larger institution.
- Charles Schwab: Major retail wealth manager with Schwab Advisor Services supporting independent RIAs — comparable in offering investment and retirement advisory but competes at much larger scale and through both digital and human-advisor channels.
Emerging players
- H&R Block: National consumer tax preparation brand that has expanded into adjacent financial products and small business services — competes with United Financial Services' tax preparation and bookkeeping revenue streams for the same individual and small business customer.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
United Financial Services social profiles
Digital presenceUnited Financial Services compliance and trust
Trust signalCompliance3 records
United Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
United Financial Services leadership team
Management profileNumber of profiles
Profiles7 records
United Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
United Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about United Financial Services
What does United Financial Services do?
United Financial Services is a financial advisory firm that delivers personalized retirement planning, tax preparation, estate protection, social security advisory, and employer-sponsored qualified plan (401k, SEP, 403b) management to individuals and business owners. It supplements these core advisory services with operational business offerings including bookkeeping, payroll management, and CertifiedPro QuickBooks Advisor training. Securities and financial planning are offered through the firm's affiliation with LPL Financial, a Registered Investment Advisor and FINRA/SIPC member broker-dealer.
Is United Financial Services a public or private company?
United Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was United Financial Services founded?
United Financial Services was founded in 1985. It employs 251 to 500 people.
Where is United Financial Services based?
United Financial Services is headquartered in Liverpool, United States, in the North America region.
How does United Financial Services make money?
Three revenue lines are on record. Financial Planning and Advisory Services are the primary driver. The others are tax Preparation Services and bookkeeping and Payroll Services.
Who are United Financial Services's main competitors?
Direct peers on record are Edward Jones, Ameriprise Financial, Raymond James Financial, Northwestern Mutual and Stifel Financial. Broad incumbents are Cetera Financial Group, Cambridge Investment Research, Wells Fargo Advisors and Charles Schwab. H&R Block is listed as an emerging player.
Does United Financial Services have an API?
No public API is recorded for United Financial Services.
What industry is United Financial Services in?
United Financial Services's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.