Invested Better
Unclaimed

Unclaimed

Unclaimed

Christine Ann Backel

United Financial Planning Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christine? Claim Your Profile

About Christine Ann Backel

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.

Firm Information

Christine Backel is currently registered with United Financial Planning Group LLC. United Financial Planning Group LLC is an investment advisor based in Hauppauge, New York. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. United Financial Planning Group LLC has approximately $244 million in assets under management.
United Financial Planning Group LLC

350 MOTOR PARKWAY

HAUPPAUGE, NY 11788-2981

$244.36M

Assets Under Management

30

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christine Backel’s Registration & Firm History

NY

04/07/2022 - Present

United Financial Planning Group LLC (Whitestone NY)

Not sure if Christine Ann Backel is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Ann Backel.
Not sure if Christine Ann Backel is right for you?