UNITED

United Asset Strategies, Inc.

@united_asset_strategies_inc

Garden City, New York
http://unitedasset.com
Investment Management

Overview

About United Asset Strategies, Inc.

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.

Headquarters

Garden City, New York

Website

http://unitedasset.com

Company Size

11-50 employees

Industry

Investment Management

Company Type

Privately Held

Founded

1992

Specialties

Wealth Management, Financial Planning, Retirement Planning, Elder Care Planning, Estate Planning, 401k, Fiduciary ERISA Services, Investing, and Pensions

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