Joe Lerose's Contact Details

Joe Lerose's Company Details

United Brokerage Services Inc

Plymouth, MN, US • 20 - 49 Employees
Financial Services

United Brokerage Services provides both Client and Financial Professional Sales support.We provide case design, product training, and competitive investment products direct from the insurance companies to offer you top contracts available. It is our approach to help create, keep and pass on wealth through service and integrity. We continually introduce new and innovative financial strategies to the market place. Not only do we provide unique investment products, we offer the tools and the concepts necessary to succeed. United Brokerage Services, Inc. works with financial professionals and clients on concepts relating to retirement and estate planning. We help identify their financial goals and implement a program to achieve these goals. Since we are independently owned and operated, we are able to offer our clients and advisors a wide range of financial products to achieve your financial goals.In addition, we support our clients through three phases: First, we assess, analyze and evaluate all pieces of their financial picture and develop a financial plan with a strategy. Second, we support in the implementation and execution of the plan we have agreed upon. Third, we continue to monitor and track their financial plan. We use our independent status to gain access to what we think are the best products in the marketplace to achieve our clients objectives.