United Asset Strategies, Inc

Investment Management - , New York, United States

United Asset Strategies, Inc Employees
Tameka White

Data Analyst

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Bob Murphy

Chief Operating Officer

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Matthew Geevarghese

Fixed Income Portfolio Manager

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Shane Miller

Senior Financial Planner

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Beatriz Paz

Pension Administrator

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Marisa Smith

Client Experience & Marketing Associate

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Kasia Cichon

Accounts Specialist/Customer Service

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United Asset Strategies, Inc Senior Management
Bob Murphy

Chief Operating Officer

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Mira Finston

Managing Director, Client Affairs and Senior Underwriter

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Lee Delorenzo

Co-Founder

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United Asset Strategies, Inc Details

At 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.

United Asset Strategies, Inc logo, United Asset Strategies, Inc contact details
Website: unitedasset.com
Employees: 11 - 50
HQ:
Location: , New York, United States
Revenue:
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