United-Capital-Case-study

United Capital
case study

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Founded in 2005 by Joe Duran, United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $16 billion in assets under management. United Capital tailors advice, a financial plan and an investment strategy to help clients meet their life goals — not just their financial goals. Download this e-guide to learn more about how Mindmatrix assisted United Capital overcome their challenges.