Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Find your advisor
Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Joseph S

Series 65

Newnan, GA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Joseph Street is a financial advisor at United Planners Financial Services of America, holding a Series 65 credential. He has been with United Planners since 2025 and also owns Joe Street Fitness and Nutrition Coaching LLC, a business focused on teaching and coaching. Prior to his advisory role, he worked in education and fitness-related positions. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors operating on an open-architecture platform.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")