United Asset Strategies, Inc. is pleased to announce it has been named to this year’s Forbes’ Best-In-State Wealth Advisors list in New York for the second consecutive year. United has moved up in the ranks, achieving 13th in the state on this year’s list.
Each advisor has been selected by SHOOK Research based on a combination of qualitative and quantitative criteria, starting with in-person interviews. Advisors being considered are then evaluated based on years of experience, revenue trends, assets under management, compliance records, and best practices in their approach to working with clients.
For the complete article, go to https://www.forbes.com/best-in-state-wealth-advisors/#6c9546c3291d