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United Planners Celebrates Success!
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Wealth management firm puts clients needs first
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Zacks Professional Services Teams Up With United Planners Financial Services
Chicago, IL, June 09, 2021 (GLOBE NEWSWIRE) Zacks Professional Services (“Zacks Pro”) announces a new partnership with United Planners Financial Services (“United Planners”), bringing access to Zacks Advisor Tools (“Advisor Tools”) to more than 450 affiliated financial advisors.
Advisor Tools is a web-based platform that provides investment professionals with complete analytics tools as well as Zacks’ highly-regarded independent research including the Zacks Rank for stocks, mutual funds and ETFs, and many more unique and proven equity research and selection tools. In addition, Advisor Tools offers a range of proprietary model portfolios, including the Earnings Certain Portfolio (“ECP”) family. The ECP suite of core equity portfolios delivers proven stability and performance in all markets, and has generated a lot of enthusiasm among financial pros.