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

Wealth management,financial planning,retirement planning,elder care planning,estate planning,401k,fiduciary erisa services,investing,and pensions

United asset strategies, inc operates in the Investment management industry.

United asset strategies, inc's revenue is 11m - 100m

United asset strategies, inc has 11 - 50 employees.