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.
View Top Employees from United Asset Strategies, Inc.Website | http://unitedasset.com |
Employees | 42 (31 on RocketReach) |
Founded | 1992 |
Address | 377 Oak St Suite 403, Garden City, New York 11530, US |
Industry | Investment Management, Other Insurance, BPO/Outsource Services |
Web Rank | 20 Million |
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Michael Riccardi is the President of United Asset Strategies, Inc..
31 people are employed at United Asset Strategies, Inc..
United Asset Strategies, Inc. is based in Garden City, New York.