[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Charles B. Lefkowitz, CFP®

United Planners Financial Services of America

PO Box 13415

Scottsdale, AZ 85267-3415

Phone: (480) 812-0393

Fax: (480) 812-0395

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

About My Practice

N/A

Experience

N/A

Registrations, Licenses, Certifications & Affiliations

Securities Registrations or Exam Qualifications

Series 7, 24, 63

Insurance Licenses

Life insurance: Arizona, Health/disability insurance: Arizona, Fixed annuities: Arizona, Variable annuities: Arizona

Designations & Certifications

Broker-Dealer Affiliation

United Planners Financial Services

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.