Unclaimed
Christine Backel is a financial advisor in Whitestone, New York. Christine has been working in the financial services industry since 2013 and has held various positions at firms such as Grassi & Co, Gassman Financial Group, and Strategies for Wealth dba Cornerstone Wealth Advisory. Christine is currently registered as an investment advisor representative with United Financial Planning Group LLC. Christine is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
04/07/2022 - Present
United Financial Planning Group LLC (Whitestone NY)
Active
Inactive
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