Marisa Smith

Client Experience & Marketing Associate at United Asset Strategies, Inc. - Garden City, NY, US

Marisa Smith's Colleagues at United Asset Strategies, Inc.
Linda Scimeca

Pension Coordinator

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Donna Brzoza

Bookkeeper, Insurance Assistance

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Mira Finston

Managing Director, Client Affairs and Senior Underwriter

Contact Mira Finston

Michael Riccardi

Portfolio Manager

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Rich Sajkoski

Portfolio Manager

Contact Rich Sajkoski

Matthew Geevarghese

Fixed Income Portfolio Manager

Contact Matthew Geevarghese

Erin Gibbons

Chief Operations Officer

Contact Erin Gibbons

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Mobile Number
(XXX) XXX-XXXX
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516-222-0021
Location
Company
United Asset Strategies, Inc.
Marisa Smith'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 Marisa Smith
Marisa Smith currently works for United Asset Strategies; Inc..
Marisa Smith's role at United Asset Strategies; Inc. is Client Experience & Marketing Associate.
Marisa Smith's email address is ***@unitedassetstrategies.com. To view Marisa Smith's full email address, please signup to ConnectPlex.
Marisa Smith works in the Investment Management industry.
Marisa Smith's colleagues at United Asset Strategies, Inc. are Linda Scimeca, Donna Brzoza, Mira Finston, Michael Riccardi, Rich Sajkoski, Matthew Geevarghese, Erin Gibbons and others.
Marisa Smith's phone number is 516-222-0021
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