United Financial Group Inc

1133 Louisiana Ave
Winter Park FL 32789

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Opening Hours

  • Mon: 9am-5pm
  • Tue: 9am-5pm
  • Wed: 9am-5pm
  • Thu: 9am-5pm
  • Fri: 9am-5pm

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Harold Kaplan began his financial career with PNB Bank in Philadelphia, Pa. As a trained accountant, Harold was hired and taught the leasing industry by the Palitz brothers, the founders of Credit Alliance. This was a groundbreaking heavy equipment leasing and financing company founded in the 1960s that blazed the path in equipment leasing and financing. In 1981, Harold founded United Financial Group, Inc Along with his son Andrew, they have grown the company into a nationwide heavy equipment leasing and financing company. Retiring in 2003, Harold continues to contribute to the company using his unrivaled expertise in the heavy equipment leasing and financing industry. Andrew Kaplan has been in the heavy equipment leasing and financing business for more than 20 years. With a plethora of experience in all facets of equipment leasing and financing, Andrew prides himself as a compassionate, honest financial lender with relationships based on the solid moral and ethical financial beliefs that have enabled United Financial Group to continue into its third decade. Crystal Gottschalk has more than 20 years of experience in the heavy equipment leasing and financing business. Have a question about UCC filings? She's the one to ask. Need an explanation of the language in our documents? Give Crystal a call. Whether its payment info, payoffs or documentation, Crystal can be counted on to provide you with accurate and reliable information about your past, existing or future accounts. Yadi/Yari Coronado, who is fluent in Spanish, has been with United Financial Group for 10 years. Specializing in credit gathering, compilation and analysis, Yadi quickly assembles all the pieces of the credit puzzle. In addition, Yadi is responsible for ACH debits, collections and relationship management. We know that cash flow does not always flow as expected. Yadi is always available to work with you during those bumps in the road. Just give her a call. Pam Hancock has been with United Financial Group for more than 20 years. Pam is responsible for all in-house accounting. She also maintains ledgers, calculates payoffs and manages customer accounts. Need a history of your payments, a copy of a check, or proof of ACH payment? Pam will be happy to provide you with those pesky bookkeeping items. In addition to the above key employees there is an experienced support staff to assist the heads of each division.