United Fidelis Group
We specialize in providing a COMPLETE Financial Plan. We offer brokerage accounts with Fidelity Institutional, We are one of the top Annuity Specialists in the USA, We are one of the top Life, Long Term Care, & Disability Insurance Specialists in the entire country, and We specialize in Alternative Investments that NO OTHER Firm provides all in a complete plan. Doctors have their oaths, we have our fiduciary duties that we take serious and we truly put YOU FIRST. We treat ALL of our clients like family, speak with some referrals and hear for yourself!
What We Do… Well We Do What is BEST For YOU! We can truly do it ALL unlike most firms where they are only able to help you with one area. That’s why we’ve spent our years creating partnerships with the top industry professionals. Don’t let anyone fit a product into your situation, let your situation determine what products fit YOU. That’s what a TRULY Independent Advisory Firm SHOULD Say… We have planning & investments that NOONE else in our area, or the country have all in one place by utilizing not only PROPRIETARY Planning & Proprietary Products, But we COMBINE them ALL TOGETHER in the proper way that fit YOUR Unique Situation… Here are a just few areas we touch on in a daily basis:
Retirement & Financial Planning
Proactive Tax Planning
Estate & Trust Planning
Health & Medicare Supplement Insurances
Long Term Care Insurances
Social Security Planning
We will show you WHY you want the most TRANSPARENT Advisor. We have a Fiduciary duty to put YOU FIRST, we are INDEPENDENT Advisors and we don’t fit you into an investment, we show you what investments and products fit YOU! Whether it is treating you like family, or just being there to answer any question you might have at anytime, the United Fidelis Group will always put our clients first! LET US show you what makes us the TOP 1% of the TOP 1% of ALL ADVISORS NATIONALLY, and we still will put you first. Ask for references we are happy to provide them!
Why are we different??? Well with OVER 15 Years in Experience as an advisor both with the large brokerage houses and planning firms that put THEIR needs before yours, The United Fidelis Group is 100% Independent and has spent more than 10 YEARS networking around the country to develop partnerships with the BEST OF THE BEST in EVERY area of Finance… Investments, Insurances, Tax Planning, and Legal Estate Planning…. We provide an ENTIRE view of your needs and wants and can help using PROPRIETARY STRATEGIES. We can INCREASE YOUR INCOME by up to 33% higher than other advisors. We can help avoid or decrease your Tax liabilities using strategies that your CPA does NOT have access to. We also will spend the time to ensure that your estate and legacy is left the way you want utilizing trusts and strategies only the top 1% of actual financial advisors know about. JOIN THE TOP OF THE CLASS AND LET US SHOW YOU HOW!!!
United Fidelis Group has strategically partnered with the best in our industry today in order to offer top notch products for your clients.
Skill and Knowledge
Our experts are available over the phone and online. Web chat is available from 8am to 8pm or you can give us a call.
We will go ahead that extra mile to ensure clients welfare, our working hours are convenient to our Client’s
We don’t believe in the sales culture, but instead we believe in the service culture. Yes, time is precious.
United Fidelis Group Invests where you Invest.
With any financial product that you buy, it is important that you know you are getting the best advice from a reputable company as often you will have to provide sensitive information online or over the internet, so it’s important that you can trust the people who are dealing with your personal information.
Financial Planning For Your Life
Whether it be Annuities or Real Estate Investments, United Fidelis Group has the answer for you. With over 20 years experience in positive results, we can help you.
News and Updates
I have had an absolutely amazing experience since we have switched our assets over to Michael. His attention to detail and tremendous knowledge has been priceless!! We never even thought of many of the areas we are now covered, as well as never realizing the risks we were taking and how little we know about what other investments were out there. We LOVE getting out monthly payments and earning double digits has been great! I highly recommend sitting down for a conversation i know anyone will learn something and probably become a client!
We met with 8 different “advisors” before i retired and after our meeting with Michael we knew immediately we didn’t have to see another one! He was very knowledgeable and answered every question we had, and NOONE took the amount of time he did for us… I almost felt bad but it was the biggest decision of our life and we certainly made the right one as years later we don’t have to worry about losing and have had the highest growth we’ve ever had! I highly recommend sitting down or calling in to speak with Michael for a second opinion and learn more about his funds and how he plans!
I’ve had a close family friend as my broker for 20 years but after meeting Michael & his team at an event I saw what returns he was giving his clients, his history, and the family atmosphere was really a nice change! We get the personal attention but have access to investments we normally would never have been able to find, and couldn’t be happier with the income we received each month like clockwork! I have some jealous friends who i referred over finally after they got tired of worrying about their accounts losing money and saw me just enjoying my retirment! It’ has been really nice that they are professional and work together with my family broker since he doesnt have access to what Michael was able to do for us. He added tremendous value and i’m sure we will be doing a lot more this year!
I wasn’t even looking to make any moves but was curious about the great rates I saw so we had a consultation. I will tell you that we learned more in those 2-3 hours than we had from any other advisor before that! We started slowly and once we learned how we could earn a higher income with lower risk, AND get to leave what we wanted to our kids I couldn’t be happier!!! Michael has an amazing team from the attorney’s we used, to his tax partner it has brought a real sense of stability and stress free living to us that we never had before! HIGHLY recommend!!!
Get Your Free Risk or Fee Analysis Today!
Are you looking for an HONEST financial planning specialist that you can trust? Do you want COMPLETE transparency so that you can not only feel good about your investments but also that you are working with a firm that you can trust? Let US show you how we have spent the last 15 YEARS working to separate ourselves from the rest by putting YOU FIRST! We represent our clients so that you can sleep at night without taking unnecessary risks, showing you how to be proactive in both your investments and your taxes, we also will make sure that you AND your investments are protected so that you can leave the legacy that you want the right way! Just submit your details and we’ll be in touch shortly for a FREE Consultation!
Saturday: By Appointment Only
Sunday and Bank Holidays, closed or By Appointment Only