United Financial Group, Ltd. is an independent insurance brokerage firm, founded in 1981 by Michael DeLorenzo and his daughter Lee DeLorenzo. Michael DeLorenzo began his financial career in the estate planning division of a respected life insurance company in 1972; later expanding the practice to include pension and investment planning. In 1979 Lee joined her father in business and their clear visions for absolute independence and quest to provide unbiased advice had the duo breakaway and form their own firm. Mr. DeLorenzo has since retired. Although the size of the company has increased substantially and the risk management evolved, many fundamental competencies remain the same. The firm continues to serve families, businesses, pensions and foundations - around the country including the Virgin Islands. His legacy will be everlasting as simple client courtesies such as returning phone calls promptly and wise business practices such as "take the time to do the job right the first time rather than having to do it over again" is adhered to every day.
View Top Employees from United Financial Group LtdWebsite | http://www.unitedfinancialgroup.com |
Revenue | $3.6 million |
Funding | $350000 |
Employees | View employees |
Address | 377 Oak St, Ste 403, Garden City, New York 11530, US |
Phone | (516) 222-0021 |
Fax | (516) 222-0163 |
Industry | Finance, Banking, Brokerage, Investment Banking |
Competitors | AdCap Securities LLC, Duncan-Williams, Inc., Independent Financial Group, LLC, Panmure Gordon |
SIC | SIC Code 62 Companies, SIC Code 6211 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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The United Financial Group Ltd annual revenue was $3.6 million in 2023.
United Financial Group Ltd is based in Garden City, New York.
The NAICS codes for United Financial Group Ltd are [52, 523, 52393, 5239].
The SIC codes for United Financial Group Ltd are [62, 6211, 621].