Matthew DeLorenzo

Fixed Income Strategist at United Asset Strategies, Inc. - Garden City, NY, US

Matthew DeLorenzo's Colleagues at United Asset Strategies, Inc.

Marianne Hocknell

Senior Pension Consultant

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Kasia Cichon

Accounts Specialist/Customer Service

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Marisa Smith

Client Experience & Marketing Associate

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Linda Scimeca

Pension Coordinator

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Matthew DeLorenzo's Contact Details

Email (Verified)
***@unitedassetstrategies.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
516-222-0021

Location

Company
United Asset Strategies, Inc.

Matthew DeLorenzo's Company 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

Details about United Asset Strategies, Inc.

Frequently Asked Questions about Matthew DeLorenzo

Matthew DeLorenzo currently works for United Asset Strategies; Inc..

Matthew DeLorenzo's role at United Asset Strategies; Inc. is Fixed Income Strategist.

Matthew DeLorenzo's email address is ***@unitedassetstrategies.com. To view Matthew DeLorenzo's full email address, please signup to ConnectPlex.

Matthew DeLorenzo works in the Investment Management industry.

Matthew DeLorenzo's colleagues at United Asset Strategies, Inc. are Wei Lee, Thomas Laviano, Tameka White, Marianne Hocknell, Kasia Cichon, Marisa Smith, Linda Scimeca and others.

Matthew DeLorenzo's phone number is 516-222-0021