United Financial Account Type

　　United Financial offers a variety of account types tailored to meet different investment needs. The primary types include:

• 　　Advisory Accounts: These accounts provide professional management of investments with fees based on the account value rather than commissions. Clients can consult with personal investment professionals and receive tailored advice on asset allocation based on their risk tolerance and investment timeframe.

• 　　Individual Retirement Accounts (IRAs): United Financial offers both traditional and Roth IRAs, allowing clients to save for retirement with potential tax benefits.

• 　　Fixed & Variable Annuities: These options provide tax-deferred growth of earnings and can ensure a stream of income during or after retirement. Fixed annuities offer guaranteed rates, while variable annuities allow for investment in various options, typically mutual funds.

• 　　Mutual Funds: Clients can invest in a range of mutual funds that cater to specific investment objectives and time horizons.

• 　　Stocks & Bonds: Clients can purchase stocks and bonds through experienced financial advisors, choosing between ownership interests in corporations or fixed-income securities.

• 　　Life Insurance: United Financial provides options for life insurance, long-term care insurance, and disability insurance to help protect clients' financial futures.

  　　

　　

United Financial Broker Account Opening Process

　　Opening a broker account with United Financial is a straightforward process that typically involves the following steps:

• 　　Select an Account Type: Determine which type of account suits your investment goals, such as an advisory account or an IRA.

• 　　Gather Required Information: Prepare to provide personal information, including your address, Social Security number, and bank account details for funding the account.

• 　　Complete the Application: You can open an account online by filling out the necessary forms or visit a branch for assistance. The application process is designed to be completed quickly, often within 15 minutes.

• 　　Fund Your Account: After your account is set up, you will need to deposit funds. This can typically be done through electronic transfer from your bank account or by mailing a check.

• 　　Start Investing: Once your account is funded, you can begin placing orders and building your investment portfolio.

　　For more detailed information, you can visit United Financial's official site.