United Asset Strategies, Inc.
Investment ManagementNew York, United States51-200 Employees
United Asset Strategies, Inc. operates in the investment management sector, emphasizing a client-centric approach to money management, retirement, and estate planning. The firm highlights diversification as a core principle and focuses on developing, implementing, and monitoring strategies tailored to individual financial goals and risk tolerances, with an emphasis on prudent daily money management and exceptional customer service. Based in Garden City, New York, the company serves a professional client base and positions itself as a steward to both clients and its team, aiming to support families in prioritizing what matters most to them. The organization appears to be mid-sized, with a footprint in the investment advisory landscape and a recent recognition as a Forbes Top RIA firm, reflecting its standing within the industry. In addition to its core advisory work, United Asset Strategies has engaged in multiple insured investments across various asset types over the years, including stakes in companies and energy and technology-related entities, as reported in recent news updates.
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