Sara Vogelsanger

Transition Experience Consultant at United Planners - Scottsdale, AZ, US

Sara Vogelsanger's Colleagues at United Planners
Gary Gilbert

Registered Representative

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George Caylor

Investment Advisory Representative

Contact George Caylor

Kevin Belshaw

Registered Representative with United Planners Financial Services of America

Contact Kevin Belshaw

Ann Zlamal

Advisor Experience Manager

Contact Ann Zlamal

Matthew West

Senior Systems Engineer

Contact Matthew West

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Sara Vogelsanger's Contact Details
HQ
480-991-0225
Location
Scottsdale,Arizona,United States
Company
United Planners
Sara Vogelsanger's Company Details

United Planners

Scottsdale, AZ, US • 100 - 249 Employees
Financial Services

United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its "Adamantly Not For Sale" stance because it is 100% owned by its employees and financial professionals. United Planners provides back-office support to independent financial professionals, who then help investors manage their wealth to achieve their goals & objectives. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community. United Planners is an open-architecture model that offers flexible, efficient, and scalable solutions to position its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.

Financial Services Broker-Dealer Brokerage Services Investment Advisory Investment Management Financial Planning Practice Management Strategic Partnerships Technology Services Marketing Services Insurance Products Business Solutions Succession Planning Financial Advisory Services
Details about United Planners
Frequently Asked Questions about Sara Vogelsanger
Sara Vogelsanger currently works for United Planners Financial Services.
Sara Vogelsanger's role at United Planners Financial Services is Transition Experience Consultant.
Sara Vogelsanger's email address is ***@upfsa.com. To view Sara Vogelsanger's full email address, please signup to ConnectPlex.
Sara Vogelsanger works in the Financial Services industry.
Sara Vogelsanger's colleagues at United Planners are Gary Gilbert, George Caylor, Kevin Belshaw, Ann Zlamal, Christy Rhodes-Margaritis, Matthew West, Sheila Cuffari-Agasi and others.
Sara Vogelsanger's phone number is 480-991-0225
See more information about Sara Vogelsanger