Overview

United Financial Northwest serves thousands of primarily Oregon residents, often via employer groups (ie: K-12, higher ed, non-profits, healthcare, municipalities, 401k, etc) with over $300 million in AUM. Our growth model includes seeking advisors who are considering or planning on retiring by offering significant purchase incentives including paying monthly, for up to 20 years, up to 75% of a retired advisor's recurring GDC.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
330 days old

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