All about us!

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

Income Planning

Proactive Tax Planning

Estate & Trust Planning

Alternative Investments

Brokerage Accounts

Annuities

Life Insurance

Disability Insurances

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!!!

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United Fidelis Group

Strategic Planning

United Fidelis Group has strategically partnered with the best in our industry today in order to offer top notch products for your clients.

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United Fidelis Group

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.

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United Fidelis Group

Complimentary Consultations

We will go ahead that extra mile to ensure clients welfare, our working hours are convenient to our Client’s

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United Fidelis Group

Flexible Schedule

We don’t believe in the sales culture, but instead we believe in the service culture. Yes, time is precious.

Get your Free Risk or Fee Analysis Today!

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.

Income Planning
95%
Alternative Investments
88%
Brokerage Accounts
99%
Real Estate 1031 Rescues
80%
Annuity Specialists
90%
Proactive Tax Planning
75%
Let us help you

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.

What can we do for you?

News and Updates

Advice and Guides

Learn how to make your money work for you!

Are you close to retiring and are worried about running out of money before you can make more? United Fidelis Group can help you make your money work for you!

Awesome Clients

Testimonials

Need Some Help?

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!

Monday to Friday, 9am to 6pm
Saturday: By Appointment Only
Sunday and Bank Holidays, closed or By Appointment Only