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United Financial Center, LLC

Based on public information · Profile not yet claimed

Independent agency

Licensed in Morgantown, WV · offices not yet documented
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Research incomplete

Research incomplete: the agency's website could not be fetched in the latest research pass. Assessments use only facts accepted before that pass.

United Financial Center, LLC is an independent insurance agency licensed in Morgantown, WV. Lines listed: Personal and Business Insurance, Financial Services. Founding or history: 2011. Agency Match assessments based on public information: Business Partnerships low. 6 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
  • Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
  • Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
  • Looking to Buy: not enough public facts for a score.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: scored from specialties, markets and carriers published on the agency's website.

Research

Some research

Geography

Licensed in Morgantown, WV · offices not yet documented

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Insufficient Evidence

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Research incomplete: scored only on evidence already accepted. This is a completeness note, not a confidence level.

Why: Serves more than one state or a wide region; public history of 15+ years in business or in the industry

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Serves more than one state or a wide region (supporting)+10 pts
  2. Public history of 15+ years in business or in the industry (supporting)+5 pts

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 2 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 3

Acquisition Research Fit is low. Formation year 2011 is on a verified record (15 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Research incomplete: scored only on evidence already accepted. This is a completeness note, not a confidence level.

Why: Public history of 15+ years in business or in the industry

What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Public history of 15+ years in business or in the industry (supporting)+10 pts

Total: 10 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Low · 20

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Research incomplete: scored only on evidence already accepted. This is a completeness note, not a confidence level.

Agency Match score: 20/100 · Low confidence: few public facts

Why: Serves more than one state or a wide region; both personal and commercial lines documented

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Serves more than one state or a wide region+10 pts
  2. Both personal and commercial lines documented+10 pts

Total: 20 points → Agency Match score 20/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Low confidence: few public facts · 2 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

West Virginia resident business-entity license #100120892 (NPN 16281732), licensed at Morgantown, WV

sbs.naic.org
ChannelPublicly sourced

Independent agency

“United Financial Center is a professional, independent insurance agency providing a wide variety of products and financial services.”
unitedfinancialcenter.net
OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: unitedfinancialcenter.net

Locations & footprint

Morgantown, West Virginia

Licensed in state · North Central

RecordBrowse city

State and license records do not establish an operating office or a complete service area.

Highlights

Personal and Business Insurance, Financial ServicesFounding: 2011

People & affiliations

Zachary Phillips, OwnerPublished

Zachary Phillips Owner

Names & entities

UNITED FINANCIAL CENTER, LLCRecord

Legal name on license record

Facts from published sources (6 verified)

Office locationPublicly sourced

Thomas, WV 26292

“16136 Appalachian Highway, Thomas, WV 26292”
unitedfinancialcenter.net
IndependentPublicly sourced

Independent insurance agency

“United Financial Center is a professional, independent insurance agency providing a wide variety of products and financial services.”
unitedfinancialcenter.net
FoundingPublicly sourced

2011

“Zac opened United Financial Center in 2011 to serve his fellow citizens and business owners.”
unitedfinancialcenter.net
LeadershipPublicly sourced

Zachary Phillips, Owner

“Zachary Phillips Owner”
unitedfinancialcenter.net
Line of businessPublicly sourced

Personal and Business Insurance, Financial Services

“He chose to specialize in personal and business insurance and financial services”
unitedfinancialcenter.net
Market servedPublicly sourced

West Virginia, Maryland and Pennsylvania

“providing a wide variety of products and financial services throughout West Virginia, Maryland and Pennsylvania.”
unitedfinancialcenter.net