United seeks to be a trusted partner to our clients, inspiring confidence and peace of mind so they can focus on what matters most. Learn more about our services and our team at www.unitedasset.com #WealthManagement #FinancialPlanning #InvestmentManagement #FinancialAdvisor
United Asset Strategies, Inc.
投资管理
Garden City，New York 280 位关注者
Planning for a Lifetime Starts Here
关于我们
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.
- 网站
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https://unitedasset.com
United Asset Strategies, Inc.的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Garden City，New York
- 类型
- 私人持股
- 创立
- 1992
- 领域
- Wealth Management、Financial Planning、Retirement Planning、Elder Care Planning、Estate Planning、401k、Fiduciary ERISA Services、Investing和Pensions
地点
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主要
获取路线
377 Oak St
Suite 403
US，New York，Garden City，11530
United Asset Strategies, Inc.员工
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Michael Abate, AIF?, CRPS?
Managing Director, Corporate Retirement Plans, United Asset Strategies; Corporate Retirement Plan Specialist: 401(k), Advanced Profit-Sharing…
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Rich Sajkoski
Director, Business Development at United Asset Strategies, Inc
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Bob Murphy
Chief Operating Officer at United Asset Strategies, Inc.
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Robin Bischoff
Managing Director, Client Experience at United Asset Strategies, Inc.
动态
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A beautiful day for this year's Heart Walk with the American Heart Association! #HeartHealth #LIHeartWalk #AmericanHeartAssociation #LongIsland
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We are excited to announce the opening of our second office location in Short Hills, NJ! #NY #NJ #WealthManagement #InvestmentAdvisor #UnitedAssetStrategies
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Exciting news from the United team! Congratulations to Candy Batista on earning her CRPC? designation! We are grateful for all you do for our team, and for your dedication to helping our clients on their path to achieving their financial goals. Learn more about our team at www.unitedasset.com #Congratulations #FinancialProfessionals #WealthManagement
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Such a great day at the 22nd annual Angela's House golf outing. Thank you for all that you do to support children & families in need across Long Island! For more information about the amazing work done by Angela's House, please visit www.angelashouse.org #AngelasHouse #Community #LongIsland
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Futures are extending gains from yesterday's higher close after May's PPI came in cooler than expected, and initial jobless claims ticked up to 242k: https://lnkd.in/eUDD_rhG #PPI #CPI #FederalReserve #Economy
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Equities are reacting positively to the May CPI report, which was cooler than expected. Headline CPI came in at 3.3% annualized, beating expectations for a 3.4% figure: https://lnkd.in/ez6WmDQP #CPI #Treasury #MarketUpdate
Equities Are Reacting Positively To The May CPI Report, Which Was Cooler Than Expected
unitedasset.com
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This morning, yields are ticking lower as markets look ahead to a consequential session tomorrow that will see both the release of May CPI and the Fed policy decision: https://lnkd.in/ek88kBaR #CPI #FedPolicy #SP500 #MarketUpdate
Yields Ticking Lower This Morning as Markets Look Ahead to Session Tomorrow That Will See Release of May CPI & Fed Policy Decision
unitedasset.com
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Markets are starting June on a positive note, ahead of a crucial employment report set for release on Friday morning. The report is expected to show that the U.S. economy added 195,000 jobs in May, an increase from the 175,000 jobs added in April: https://lnkd.in/ehfkzrzu #EmploymentReport #Economy #MarketUpdate
Markets Are Starting June On A Positive Note Ahead Of A Crucial Employment Report Set For Release Friday Morning
unitedasset.com
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?The S&P 500 has rallied 5.34% so far this month, and earnings season has largely wrapped up, although a few retail companies are still set to report results later in the week: https://lnkd.in/ehK_D4v3 #SP500 #MarketUpdate #FederalReserve
The S&P 500 Has Rallied 5.34% So Far This Month & Earnings Season Has Largely Wrapped Up
unitedasset.com