United Financial Center

United Financial Center is a financial planner in Tucson, Arizona, serving individuals and families with personalized strategies for retirement planning, tax preparation, estate planning, and investment management. The firm specializes in fee-based investing, IRA and 401(k) planning, college savings, and long-term care and life insurance solutions. With a 5.00 rating and a strong reputation for client-focused service, United Financial Center has been actively involved in the Tucson community for over 20 years. Their service area extends across Southern Arizona, supporting clients with tailored financial guidance.

The firm emphasizes a team-based approach, with professionals including Certified Financial Planner™ Daniel Hoefferle, President David Hoefferle, and partner Erik Ludvickson, all dedicated to helping clients pursue financial freedom. They offer comprehensive services such as tactical investment management, retirement distribution strategies, and tax planning, supported by regular client reviews, educational workshops, and access to client portals. Their mission centers on understanding each client’s unique goals and crafting strategies that adapt over time, all while challenging conventional financial wisdom to deliver better outcomes.

Located at 4763 East Camp Lowell Drive, United Financial Center sits about a mile from McCormick Park and is just a short distance from North Swan Road and East Fort Lowell Road. The office is near the Pain Institute of Southern Arizona Procedure Center and the Mini Time Machine Museum, placing it within a well-connected neighborhood of Tucson’s eastern corridor.

With a long-standing commitment to independence, professionalism, and community involvement, United Financial Center stands out as a trusted partner in financial planning for Tucson residents. Their focus on personalized service, combined with decades of experience, makes them a reliable choice for those seeking sustainable financial growth and security in Southern Arizona.

Services:

• Estate Planning
• Insurance Solutions
• Investment Management
• Retirement Planning
• Tax Planning