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4317 Bonney Rd
Virginia Beach, VA 23452
(757) 394-3486
9755 N 80th Place
Scottsdale, AZ 85251
(480) 687-9339

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Securities offered through United Planners Financial Services Member FINRA, SIPC. Wealth Avenue™ and United Planners Financial Services are not affiliated.

*Through our broker-dealer relationship with United Planners, our advisors are not restricted to proprietary products and are free to draw on a wide variety of client-centric financial solutions.

**Disclosure: Neither United Planners Financial Services of America, nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We are required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, and WA. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Advisory Services & Securities offered through investment advisor representatives of United Planners’ Financial Services of America Member FINRA/SIPC. Wealth Avenue™ and United Planners are not affiliated.

Utilities

Account Access
Contact Us
Join Our Team
Important Disclosures

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We are required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, and WA. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Advisory Services & Securities offered through investment advisor representatives of United Planners’ Financial Services of America Member FINRA/SIPC. Wealth Avenue™ and United Planners are not affiliated.