Description
United Capital Private Wealth Counseling provides wealth and investment management consulting services. It offers guidance in financial planning, budgeting, saving, investing, taxes, and estate structure. The company also provides signature services that include private counseling services; trust services; and complete banking, such as cash management, checking accounts, credit cards, FDIC insured money market accounts, ATM and check cards, and online bill payments. United Capital Private Wealth Counseling was formerly known as Vantage Point Advisors, Inc. and changed its name to United Capital Private Wealth Counseling following the acquisition by United Capital Financial Advisers Inc. in March 2011. The company was founded in 1984 and is based in Lower Gwynedd, Pennsylvania with additional offices in Modesto, Oxnard, San Diego, San Francisco, and Westlake Village, California; Fort Collins, Colorado; Stamford, Connecticut; Boca Raton, Fort Lauderdale, Miami, New Port Richey/St. Petersburg, and Palm Harbor, Florida; Chicago, Northbrook, and Rockford, Illinois; Bethesda, Maryland; Southborough, Massachusetts; Las Vegas, Nevada; Albuquerque, New Mexico; Ridgewood, New Jersey; Philadelphia, Pennsylvania; Memphis and Nashville, Tennessee; and Dallas and Houston, Texas.
Corporate Address
1029 North Bethlehem Pike Lower Gwynedd, PA19002 United States of America
United States of America
215-643-5600
Tags:
Credit Bank, Banking Consulting, Private Banking, Bank Capital, Savings Bank, Bank Management, Investment Banking Services, Banking Insurance, Banking Financial Services