Sangerville, ME Office

Graham Goulette is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has less than one year of industry experience. Prior to his current role, Graham worked for organizations including the National Marine Fisheries Service and Berkshire Hathaway HomeServices Northeast Real Estate. He also serves as an assistant varsity basketball coach at Piscataquis Community High School. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services, with a notable emphasis on non-discretionary account management.

Kamron Kimball is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has held roles at several insurance firms and operates his own entities, including Kimball Korp. Outside of his advisory work, he serves as treasurer for Masons Mt. Kineo Lodge 109 and coaches basketball at PCES Athletics. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, and features a limited partnership ownership structure primarily held by its financial professionals.