Planning for a Lifetime® Starts Here

  • Active Investment Management
  • Disciplined Buy/Sell Strategies
  • Portfolio Stress Testing
  • Tax Harvesting
  • 3(21) & 3(38) ERISA Fiduciary Services

  • Wealth, Estate & Financial Planning
  • Retirement & Social Security Planning
  • Budgeting & Cash Flow Analysis
  • Personal Bookkeeping Services
  • College Savings Planning

  • Comprehensive & Proactive Pension Plan Administration
  • Creative Employee & Employer Benefit Solutions
  • 3(21) & 3(38) ERISA Fiduciary Services
  • Actuarial Services

  • Business, Group & Voluntary Insurance
  • Individual Life, Long-Term Care, Health & Disability Insurance
  • Design & Competitive Quotation Process
  • Underwriting Solutions

  • Low Cost, Fully Automated Digital Investment Platform
  • Active Model Rebalancing Progam
  • Mobile Accessibility
  • Ideal for New Investors and/or Those Embracing the Power of Computer Driven Advice Without Losing the Human Touch

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. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to delivering customer service satisfaction and prudent, disciplined daily money management.

United Wealth Planning helps clients plan for the possibilities of tomorrow through thoughtful financial and estate planning. We can help you with retirement, college, budgeting, cash flow, financial, and estate planning to help navigate your financial future. We provide family bookkeeping services and next generation education workshops to your family.

United Retirement Consultants, Inc. provides creative employee and employer benefit solutions. With over 75 years of combined industry experience, we have expertise in all qualified and non-qualified plans. We are best known for our accuracy and for our friendly, accessible and professional staff.

United Financial Group offers individual and group insurance solutions to trusts, corporations and their families. We are fiercely independent, always putting our clients first as we thoughtfully design customized product solutions within our clients' budgets. We accept the challenge of staying abreast of the changing health care regulations and excel in our quest for unique products in this narrowing field of offerings. offers a digital investment option without losing the human touch. Our low cost automated advisor platform will give individual investors, with a minimum investment of $5,000, access to the active investment strategy of a proven investment manager.


© 2018 United Asset Strategies, Inc  666 Old Country Road, Suite 104  Garden City, NY 11530 | P. 516-222-0021 | F. 516-222-0163 || Privacy Policy | ADV