United Financial Planning Group, LLC

10/09/2024

We’re thrilled to announce that United Financial Planning Group has been nominated across FOUR categories for the "Best Of Long Island" awards!

🏆 Best Financial Advisor
🏆 Best Financial Planner
🏆 Best Accountant/CPA
🏆 Best Accounting Firm

This recognition means the world to us, and we’d love your support! Just head to the link below and vote for "United Financial Planning Group LLC" in each category (be sure to watch out for duplicates).

Link to vote:

Vote for the Bethpage Best of Long Island today.

07/31/2024

05/28/2024

Yesterday, on Memorial Day, we honored the brave men and women who made the ultimate sacrifice in service to our country.

We are proud to share that Amir Noor, our colleague, had the privilege of continuing to serve those who serve us by speaking with the 972nd Military Police Company about financial planning and personal finances.

It was truly an honor for Amir to share his knowledge and insights with the 972nd. He covered key topics like budgeting, saving, investing, and protecting one's finances - foundational skills that empower service members and their families to build financial security.

We are grateful that Amir had the opportunity to give back to those who give so much to our nation. Thank you to the leadership of the 972nd for welcoming him and to the engaged men and women who participated.

To all our armed forces, veterans, and military families, we owe you an immense debt. Not just on Memorial Day, but every day. Thank you.

02/23/2024

Happy Friday! 🌟 There's nothing more rewarding than easing our clients' concerns and empowering them with confidence, especially during unsettling times. A huge thank you to our valued clients for trusting us on this journey.

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02/05/2024

Using a "Financial Advisor" from a big bank or insurance firm?

CHECK YOUR MUTUAL FUND FEES!

In this video, Gerry Barrasso CFP®, CPA, PFS breaks down the excessive fee structure one of our new clients was facing with a portfolio implemented by a big bank advisor.

01/23/2024

🦄 🦄 🦄

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01/19/2024

Thinking of going the solo RIA route? See why Ryan Derousseau, CFP® chose the collaborative path with United FPG instead.

PRACTICAL OBSERVATIONS Print this Article       By Ryan Derousseau Hanging up one’s own banner as a financial planner has not only become a rite of passage but almost an expectation. There’s value, however, in numbers as you begin to build your client base. As a career changer, that potential...

01/11/2024

Your experience with a Financial Advisor should be absent of product pitches driven by commissions, not your best interests. Our client shares their experience moving from a big bank advisor to our independent, client-focused approach at United Financial Planning Group.

With our team, you get personalized advice, tax expertise, and a genuine commitment to your needs, not a sales pitch.

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01/05/2024

👶 Preparing for a new arrival? Financial planning is key!

Ryan Derousseau, CFP®, recently featured in FinancialPlanning's 'Ask an Advisor' column, shares essential tips for expecting parents. Get expert insights on how to financially prepare for your growing family.

Check it out here: https://buff.ly/3tyITNP

12/21/2023

We're humbled by such heartfelt feedback from our clients. It's stories like these that fuel our commitment to providing not just expert financial guidance, but also a partnership built on trust, understanding, and genuine care.

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12/18/2023

Here's our weekly dose of gratitude!

If you're missing that "personal touch" with your big-bank advisor, click the link in our bio for a quick introductory call.

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