United Planners' Financial Services of America
| Transition/ on-boarding support | 9.3 |
| Clarity of account statements | 9.4 |
| Resolution of client account problems | 9.6 |
| Helpful home-office support staff | 9.6 |
| Custody and clearing | 9.6 |
| Overall rating | 9.6 |
| Methodology | 1=unacceptable, 10=outstanding |