Donna Brzoza

Bookkeeper, Insurance Assistance at United Asset Strategies, Inc. - Garden City, NY, US

Donna Brzoza's Colleagues at United Asset Strategies, Inc.
Mira Finston

Managing Director, Client Affairs and Senior Underwriter

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Michael Riccardi

Portfolio Manager

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Rich Sajkoski

Portfolio Manager

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Matthew Geevarghese

Fixed Income Portfolio Manager

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Erin Gibbons

Chief Operations Officer

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Jason Ambrosini

Client Experience Team

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Thomas F.

Chief Portfolio Strategist

Contact Thomas F.

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Mobile Number
(XXX) XXX-XXXX
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516-222-0021
Location
Company
United Asset Strategies, Inc.
Donna Brzoza's Company Details
United Asset Strategies, Inc. logo, United Asset Strategies, Inc. contact details

United Asset Strategies, Inc.

Garden City, NY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

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.

Wealth Management Financial Planning Retirement Planning Elder Care Planning Estate Planning 401k IRA Investing Pensions Fiduciary ERISA Services Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Donna Brzoza
Donna Brzoza currently works for United Asset Strategies; Inc..
Donna Brzoza's role at United Asset Strategies; Inc. is Bookkeeper, Insurance Assistance.
Donna Brzoza's email address is ***@unitedassetstrategies.com. To view Donna Brzoza's full email address, please signup to ConnectPlex.
Donna Brzoza works in the Investment Management industry.
Donna Brzoza's colleagues at United Asset Strategies, Inc. are Mira Finston, Michael Riccardi, Rich Sajkoski, Matthew Geevarghese, Erin Gibbons, Jason Ambrosini, Thomas F. and others.
Donna Brzoza's phone number is 516-222-0021
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