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Building 2UNITED FINANCIAL PLANNING GROUP LLC

Map pinHAUPPAUGE, NY
Phone(631) 234-0871
NotebookSEC #801-113324
Total AUM
$347.5M
Employees
8
Clients
188

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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