Comprehensive Financial Planning, including goal development, asset management, risk management, college and retirement planning, estate planning and wealth management. The company and its predecessor Bolanis Financial Planning Group have been in business since 1985. Securities offered through Securities America, Inc. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through United Advisors, LLC. United Advisors, LLC is not affiliated with Securities America. Securities licensed in AZ, CA, CO, CT, DE, FL, GA, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY, DC, AE. Branch Address: 1715 Indian Wood Cir., Suite 200, Maumee, OH 43537.
View Top Employees from United Advisors| Website | http://www.uawealth.com |
| Revenue | $8.7 million |
| Employees | 29 (12 on RocketReach) |
| Founded | 1985 |
| Address | 1715 Indian Wood Circel Suite 200, Maumee, Ohio 43537, US |
| Technologies |
HTML,
OpenResty,
Wire
+3 more
(view full list)
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 12 Million |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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United Advisors Questions
The United Advisors annual revenue was $8.7 million in 2024.
Tom Surowka is the CMO of United Advisors.
12 people are employed at United Advisors.
United Advisors is based in Maumee, Ohio.
The NAICS codes for United Advisors are [523, 5239, 52393, 52].
The SIC codes for United Advisors are [628, 62].
Top United Advisors Employees
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12
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2
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1
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