“We work hard to grow our clients’ assets, even harder to preserve them.”
Garden City, New York (PRWEB) June 22, 2016
United Asset Strategies, Inc., announced today that Lee DeLorenzo, CFP ®, CPWA®, President of United Asset Strategies, Inc., a wealth management firm, has been named as one of Barron’s 2016 Top 100 Women Financial Advisors in the country for the seventh year in a row. This prestigious recognition shows the impact women can have on this industry. “It’s an absolute honor to be included among the top women financial advisors in the country”, DeLorenzo says.
At United Asset Strategies, Inc., our focus is on spending time with our clients, getting to know their needs and concerns, and helping them achieve their financial goals. We are committed to client satisfaction and prudent, disciplined daily money management. 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. http://www.unitedasset.com
The Barron’s ranking reflects data provided by the nation’s top advisors and incorporates the volume of assets overseen by the advisor and their team, revenues generated for the firm and the quality of the advisors' practice. For more information about Lee DeLorenzo, CFP®, CPWA® and United Asset Strategies, Inc., please call 516-222-0021, or visit http://www.unitedasset.com.