United is pleased to announce that Lee DeLorenzo has been named to Forbes Best-In-State Women Wealth Advisors for 2024, grabbing the #7 spot in New York!
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This is a reminder that tax documents will be available mid-February. Documents can be accessed online at any time by logging on to SchwabAlliance.com. For
We are pleased to share that United has been named to Forbes Best-In-State Wealth Advisor List for 2023.
"Here's what our research has found: the very best
Our team is excited to announce United has been named to Forbes Best-In-State Wealth Advisor List for 2022, sitting at number 14 in New York.
Advisors are
Lee DeLorenzo, Co-Founder of United Asset Strategies, has been named amongst the ranks of remarkable women selected for this year's Top Women Advisors Best-In