United Financial Planning Group LLC

Financial Services - Hauppauge, New York, US

United Financial Planning Group LLC Employees
Gerry Barrasso

President

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Amir Noor

Director Of Financial Planning

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George Lambert

VP

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John Ferro

Director Of Financial Planning

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United Financial Planning Group LLC Details

We are a fee-only, fiduciary firm that offers financial planning, tax, and wealth management services. Our close-knit team consists of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs who collaborate to transform your retirement goals into a comprehensive retirement plan.

United Financial Planning Group LLC logo, United Financial Planning Group LLC contact details
Employees: 6
HQ: (631) 234-0871
Location: Hauppauge, New York, US
Revenue: $11 million
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