United Asset Strategies, Inc.
www.unitedasset.comAt United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances. We develop, implement and monitor sophisticated money management strategies, retirement, and estate planning in order to allow our clients to focus on what matters most to them and their families. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to exceptional customer service and prudent, disciplined daily money management.
Read moreAt United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances. We develop, implement and monitor sophisticated money management strategies, retirement, and estate planning in order to allow our clients to focus on what matters most to them and their families. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to exceptional customer service and prudent, disciplined daily money management.
Read moreCountry
State
New York
City (Headquarters)
Garden City
Employees
11-50
Founded
1992
Estimated Revenue
$10,000,000 to $50,000,000
Social
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View all employeesPotential Decision Makers
Vice President Client Services
Email ****** @****.comPhone (***) ****-****Executive Vice President / Chief Compliance Officer / Partner
Email ****** @****.comPhone (***) ****-****Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Chief Operating Officer
Email ****** @****.comPhone (***) ****-****
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