A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.

Suze Orman, The Suze Orman Show, CNBC-TV
 

Advisors and Uniglobal

Uniglobal recognizes its close connection with the Financial Advisor community as not just a connection but a mutual benefit.

Our independence from providers allots for unbiased administration and accounting across any investment platform chosen for retirement plan clients. The team at Uniglobal has experience with virtually all providers, including some of the top in the business:


Using your advisor account with Uniglobal, you can complete and submit securely an online RFP (Request For Proposal) directly to us. This feature of the site allows you to quickly and efficiently send information to us so that we may design the right plan options for your potential or existing client. Uniglobal is committed to service let us show you how we can help you and your business grow.

Uniglobal Services for Advisors