United Asset's Lee DeLorenzo CFP®, CPWA®, Makes Barron's "Top 100 Women Financial Advisors" in 2015

Share Article

United Asset’s President, Lee DeLorenzo CFP®, CPWA®, has been named one of the “Barron’s Top 100 Women Financial Advisors” of 2015

News Image

Lee DeLorenzo, President of United Asset Strategies, Inc., a wealth management firm, has been named as one of Barron’s 2015 Top 100 Women Financial Advisors for the sixth year in a row. “This honor would not be possible without the commitment to excellence of the enthusiastic and dedicated team at United Asset and to our strict adherence to our firm’s mission statement – ‘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. We are committed to client satisfaction and prudent, disciplined daily money management,” says DeLorenzo. “We work hard to grow our clients’ assets, even harder to preserve them.” It is this cultural mindset – serving our clients, growing and preserving their assets and keeping our eye on the ball – that contributes to United Asset’s continuing success.

For more information about how you can work with Lee DeLorenzo, CFP ®, CPWA® and United Asset Strategies, located in Garden City, NY, please call (516) 222-0021, or visit us at http://www.unitedassetstrategies.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Lee DeLorenzo
@United_Asset
Follow >
United Asset
since: 12/2012
Like >
Visit website