United Financial Solutions

Financial advisor in Cherry Hill Township, NJ (show on map)

United Financial Solutions is a financial advisory firm helping Southern NJ pursue financial goals for 30 years with innovative, data-driven approach and a team of experienced financial professionals.

Call (856) 477-9110

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About

United Financial Solutions has been helping Southern NJ pursue its financial goals for 30 years. They offer a team approach with diverse backgrounds, education, and experience to help clients with retirement, lifestyle, investment, taxes, estate, and money management.

Their philosophy is that a sound investment strategy depends on understanding your goals, risk tolerance, and time horizon before incorporating financial goals into a data-driven approach. The firm operates under Cambridge Investment Research and is located at 1814 Route 70 East, Suite 250, Cherry Hill, NJ 08003.

30 years of helping Southern NJ pursue financial goals

Innovative, data-driven approach

Team approach with diverse backgrounds, education, and experience

Working with Cambridge Investment Research for securities

Services

Portfolio Management

Investment portfolio management designed around client needs, goals, time horizon, and risk tolerance.

Portfolio design Risk assessment Goal alignment Ongoing management

Retirement Strategies

Retirement planning strategies to help pursue retirement dreams with a strong foundation.

Income planning 401(k) optimization Social Security guidance

Small Business Ownership

Financial guidance for small business owners navigating unique financial challenges and opportunities.

Business planning Financial guidance Succession planning

Estate Strategies

Estate strategy development with sensitivity and care for family situations.

Estate planning Wealth transfer Legacy planning

Life Insurance

Life insurance as a risk-management tool to protect loved ones from unexpected events.

Risk management Protection planning Coverage analysis

High Net Worth / Ultra High Net Worth Services

Sophisticated financial strategies for clients with significant assets.

Sophisticated strategies Asset management Comprehensive planning

Credentials & Certifications

Securities through Cambridge Investment Research, Inc.

LUTCF (Stanley Filimon)

Series 6, 7, 63 Licenses (Stanley Filimon)

Frequently Asked Questions

What services does United Financial Solutions offer? +

United Financial Solutions offers Portfolio Management, Retirement Strategies, Small Business Ownership, Estate Strategies, Life Insurance, and HNW/UHNW Client Services.

Where is United Financial Solutions located? +

United Financial Solutions is located at 1814 Route 70 East, Suite 250, Cherry Hill, NJ 08003. Phone: (856) 477-9110.

What is your approach to financial planning? +

They create strategies tailored to client needs and goals, beginning by reviewing risk tolerance and time horizon before incorporating financial goals into a data-driven approach. They offer a team approach with diverse backgrounds.