About Us | CA_Modesto

About Us

Mission Statement

Helping you live your One Best Financial Life™.

You are Unique

Your goals and aspirations, the way you live your life and the manner in which you hope it unfolds will evolve with time. Over the course of your life, change is the only constant. Sometimes we choose to retire sooner or give major gifts to people we care about. Other times, whether it's higher inflation or a change in the tax code, we don't have a choice. Whatever the cause, understanding how we should adapt to these changes while staying on course is the greatest challenge for every one of us in our financial lives.

Our firm was established with one goal in mind: to empower our clients with complete control over their financial lives. Our experienced and highly credentialed specialists work with your private wealth counseling team to create a completely customized financial solution for you and your family.

Click here to learn more about our Signature Services.

Privacy | Our Offices

United Capital Financial Advisers, LLC's (United Capital) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. United Capital provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. United Capital is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.
*United Capital Financial Partners, Inc., is the parent company of United Capital Financial Advisers, LLC, and its affiliate.

Fraudulent websites (phish or spoof websites)
We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this site is the only official website of United Capital Financial Advisers, LLC, United Capital Financial Partners, Inc. and its affiliates. We do not allow other websites to affiliate with us, and you should not trust any other websites which claim to be affiliated with United Capital.

Third-Party Websites
Some links on this website will direct you to third-party sites. United Capital is not responsible for the content or information provided by these third-party organizations.

Securities offered through Girard Securities, Inc (GSI), a broker dealer and member of FINRA/SIPC. GSI is not affiliated with United Capital Financial Advisers, LLC.