Lee  DeLorenzo,  CFP<sup>&reg;</sup> - Financial Advisor

Lee DeLorenzo, CFP®

President

United Asset Strategies, Inc.

377 Oak St., Suite 403
Garden City, NY 11530
(516) 222-0021 x 303

General

Lee DeLorenzo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Asset Strategies, Inc. in Garden City, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - QPA

Insurance Licenses

  • Life insurance: NY,CT,GA,NJ
  • Health/disability insurance: NY,CT,GA,NJ
  • Fixed annuities: NY
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources