UNITED ASSET STRATEGIES

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... United Asset Strategies believes that the single most important investment principle is diversification. We are committed to providing an exceptional client experience, and delivering prudent, disciplined daily money management. United is here to help you plan for the possibilities, whether that's through our Investment Management, Wealth Management, Pension Consulting, or Insurance Services... We provide financial retirement planning, insurance wealth management services near your location in NY, helping you with informed investment decisions.

Also known as: United Asset Strategies, Inc.

Primary location: Garden City United States