United Financial Advisors
Financial Services • 
Holmen, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | 525 McHugh Rd, Suite 3, Holmen, Wisconsin 54636, US |
| Phone number | +14142031931 |
| Website | |
| NAICS | 52 |
| Keywords | Annuities, Retirement Planning, Life Insurance, Disability Income Insurance, 401K Plans, Long-Term Care Insurance, Employee Stock Ownership Plans, Deferred Compensation Plans, Individual Planning Services, Fee-Based Planning |
| Employees | 1-10 |
Key Contact at United Financial Advisors
Bill Lacewell
Owner
United Financial Advisors Email Formats
United Financial Advisors uses 2 email formats. The most common is {first name} (e.g., john@uf-advisors.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@uf-advisors.com | 66.7% |
{first initial} | j@uf-advisors.com | 33.3% |
About United Financial Advisors
We’re here for you from day one to help — and keep your effort on running your business. United Financial Advisors, with offices in Holmen, WI and Wauwatosa, WI, provides the following Retirement Plan Services: • Retirement plans for employees • Nonqualified deferred compensation plans • Fee-based planning • Individual planning services • Employee stock ownership plans • Annuities • Long-term care insurance • Life Insurance • Disability income insurance Working together isn’t a transaction — it’s a relationship. Providing you great service is key to the success of your plan.
United Financial Advisors revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
United Financial Advisors has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
United Financial Advisors has never raised funding before.
United Financial Advisors Tech Stack
Discover the technologies and tools that power United Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Security
JavaScript libraries
Tag managers
Hosting
JavaScript libraries
Miscellaneous
Font scripts
JavaScript libraries
UI frameworks
JavaScript libraries
Austria
United Kingdom
Australia
Frequently asked questions
4.8
40,000 users
