United Planners' Financial Services of America
| Access to senior management | 9.6 |
| Strategic focus | 9.4 |
| Ethics | 9.8 |
| Brand/ Public image | 9.5 |
| Morale | 9.7 |
| Leadership and stability | 9.6 |
| Firm culture and transparency | 9.6 |
| Firm's financial performance | 9.8 |
| Overall rating | 9.6 |
| Methodology | 1=unacceptable, 10=outstanding |