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    United Asset Strategies, Inc.

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    Description

    • 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.
    • location

      Headquarters:377 Oak Street Suite 403, Garden City, New York, United States

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    • United Asset Strategies, Inc. phone

      Phone Number: +1 516-222-0021

    • United Asset Strategies, Inc. website

      Website: https://www.unitedassetstrategies.com

    • United Asset Strategies, Inc. employees

      Employees:36

    • United Asset Strategies, Inc. revenue

      Revenue:$10 - 50M

    • United Asset Strategies, Inc. legal name

      Legal Name:United Asset Strategies, Inc.

    • United Asset Strategies, Inc.'s Social Media

      United Asset Strategies, Inc. linkedin United Asset Strategies, Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 524210  |

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    Person level website identification

    Chief Investment Officer for United Asset Strategies, Inc.

    Matthew Delorenzo

    Chief Investment Officer

    Person level website visitor identification

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    View Employees

    Matthew Delorenzo

    Chief Investment Officer

    Michael Riccardi

    President

    Erin Gibbons

    Chief Operations Officer

    Sean Pendergast

    Vice President, Sales And Marketing

    Marty Steffensmeier

    Area Sales Director

    Frequently Asked Questions regarding United Asset Strategies, Inc.

    • Where are United Asset Strategies, Inc.'s Headquarters?

      United Asset Strategies, Inc.'s Headquarters are in 377 Oak Street Suite 403,Garden City,New York,United States

    • What is United Asset Strategies, Inc.'s phone number?

      United Asset Strategies, Inc.'s phone number is +1 516-222-0021

    • What is United Asset Strategies, Inc.'s official website?

      United Asset Strategies, Inc.'s official website is https://www.unitedassetstrategies.com

    • What is United Asset Strategies, Inc.'s Revenue?

      United Asset Strategies, Inc.'s revenue is $10 - 50M

    • What is United Asset Strategies, Inc.'s NAICS code?

      United Asset Strategies, Inc.'s NAICS code is 524210

    • How many employees are working in United Asset Strategies, Inc.

      United Asset Strategies, Inc. has 36 employees

    • What is United Asset Strategies, Inc.'s Industry?

      United Asset Strategies, Inc. is in the industry of Investment Management

    • Who is United Asset Strategies, Inc.'s Chief Investment Officer?

      United Asset Strategies, Inc.'s Chief Investment Officer is Matthew Delorenzo

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