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The United Companies

Wealth Management

Financial Services

The United Companies is an employee-owned wealth management company headquartered in Garden City, New York. United Asset Strategies maintains an unwavering commitment to safeguarding their clients' financial well-being by consistently advocating for their best interests. This dedication is exemplified through the implementation of judicious and well-informed investment strategies, which are thoughtfully tailored to meet each client's unique investment and financial objectives. United Asset Strategies takes a holistic approach to assisting clients in preparing for future possibilities through thorough financial and estate planning. Their comprehensive services encompass a wide array of financial facets, including retirement planning, college funding, budget management, cash flow analysis, financial planning, and estate planning. This multifaceted support is geared towards helping clients navigate the intricacies of their financial journey, ensuring a secure and prosperous financial future.   In 2010 The United Companies became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). Being an employee-owned company means that clients are partnering with individuals deeply invested in their work and the success of the business. As employee-owners, the team members have the opportunity to hold stock in the company, further motivating them to consistently deliver top-notch service. The link between their actions and the company's well-being drives them to provide quality service that not only benefits clients but also contributes to the business's growth and the betterment of the community. The team at United Asset Strategies maintains an unwavering commitment to those who choose to engage with their services, aspiring to be responsible stewards for both clients and colleagues. The firm's continual ascent to new heights, as well as its role as a Certified Employee-Owned business, is made possible by the generous support of clients and partners, underpinning its dedication to serving the community and its commitment to excellence.

The United Companies is an employee-owned company headquartered in Garden City, New York.

The United Companies is an employee-owned company.

While they are not certified, based on Department of Labor 5500 fillings and other third-party data sources, we believe their ESOP meets our standards of significant and broad-based employee ownership.

While they are not certified, based third-party data sources, we believe their Worker Cooperative meets our standards of significant and broad-based employee ownership.

While they are not certified, based third-party data sources, we believe their Employee Ownership Trust meets our standards of significant and broad-based employee ownership.

While they are not certified, we believe they meet our standards of significant and broad-based employee ownership.

Location:

Garden City, NY

Employee Ownership Type:

ESOP

Employee-Owned Since:

2010

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