United Financial Planning Group, LLC
United Financial Planning Group was founded by Gerry Barrasso CFP®, CPA, PFS in 2008 with the philosophy that financial guidance should be as transparent as it is insightful. We stand as a bastion of impartial advice in an industry too often swayed by commission-based recommendations. Our fee-only structure cements our commitment to place our clients’ interests at the forefront of everything we do.
Our team, comprised of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs, upholds the highest fiduciary standards. We provide comprehensive support through financial planning, tax expertise, and wealth management to enhance our clients' financial health.
Services Overview: We offer a range of services including Investment/Wealth Management, General Planning, Scenario Planning, Retirement Services, and Tax Advisory and Preparation. Each service is tailored to meet our clients' unique needs, from crafting personalized investment portfolios to navigating complex financial landscapes and ensuring tax efficiency.
Our Values highlight the importance of trust in a financial advisor, a role we take seriously by adhering to fiduciary duty and focusing on client advocacy. We view retirement planning as a crucial aspect of financial guidance, leveraging our extensive experience to secure our clients' futures.
United FPG, with locations in Manhattan, Hauppauge, and Lake Success, serves clients across the nation, managing over $200m in assets.
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