United Financial Services, Inc.

United Financial Services, Inc. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.

Since 1985, United Financial Services has been providing financial confidence not only to the Syracuse area, but all across the United States. Our philosophy is simple, we handle your retirement, investments, and tax planning as if you were a member of our family. Our team is comprised of dedicated professionals with extensive experience in financial planning. We are proud to serve you and give yo

u not only best in class service, but best in class confidence knowing that your financial future is in good hands. Spend some time with us, and you'll see why thousands have entrusted us to help preserve their financial future. We are open during our normal listed hours, or we are open after hours, Saturday, and Sunday by appointment only. Thanks for visiting, and reach out to us at any time!

From all of us here at United Financial Services, Happy Veterans Day to all the Veterans out there! We are forever indeb...
11/11/2025

From all of us here at United Financial Services, Happy Veterans Day to all the Veterans out there! We are forever indebted to your service and sacrifice.

07/02/2025

With the recent acquisition of Cadaret Grant by LPL Financial, we will be available to all clients with any questions that may arise. Our office is excited for the transition to LPL Financial and all the opportunity it will provide our advisors and our clients, so please do not hesitate to reach out if you have any questions at all! (315) 451-5885

04/07/2025

For years we have been utilizing investments that offer protection against the market. There is no way to guarantee against market loss, but there are strategies to hedge your retirement assets as we work through the volatility. Those protection barriers are proving their worth as we navigate the current market climate.

12/10/2024

Tax Season is right around the corner! We've been assisting the Central New York Area and beyond for over 40 years in business and personal tax preparation. Reach out today for your free consultation!

(315) 451-5885
[email protected]

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.

The UFS faithful were out supporting SU in their huge upset win Saturday afternoon!
12/03/2024

The UFS faithful were out supporting SU in their huge upset win Saturday afternoon!

The Federal Reserve is expected to cut rates in September, but there is still one more inflation index to get through fo...
08/29/2024

The Federal Reserve is expected to cut rates in September, but there is still one more inflation index to get through for August.

The Commerce Department at 8:30 a.m. ET will release its personal consumption expenditures price index.

The "September Effect" is always in the back of our mind as we wrap up the 3rd quarter of 2024. With the election in Nov...
08/28/2024

The "September Effect" is always in the back of our mind as we wrap up the 3rd quarter of 2024. With the election in November, potential rate cuts coming, and persistent inflation, it is a good time to prepare portfolios for the end of the year.

As we near the end of summer and move into September, much changes. Children are back in school. The focus for many sports fans shifts from baseball to football. With this being an election year, we might see a heightened level of volatility between September and early to mid-November.

Tax planning is at the core of what we do here. Retirement, investment, and tax planning do not work unless they're work...
08/27/2024

Tax planning is at the core of what we do here. Retirement, investment, and tax planning do not work unless they're working together.

They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered.

A big week for earnings and the impact Nvidia could have on the broader market.
08/26/2024

A big week for earnings and the impact Nvidia could have on the broader market.

The pressure is on for the buzziest stock on Wall Street.

Markets have been preparing for a near term rate cut, which seems to have been backed by Fed Chair Jerome Powell's comme...
08/23/2024

Markets have been preparing for a near term rate cut, which seems to have been backed by Fed Chair Jerome Powell's comments this morning, a welcome sign for equity and fixed income markets.

Fed Chair Jerome Powell offered a blunt outline on Friday of the path forward for Fed policy and the need to begin cutting interest rates.

With stock markets currently sitting near all-time highs, how are you protecting your portfolio from a possible correcti...
08/22/2024

With stock markets currently sitting near all-time highs, how are you protecting your portfolio from a possible correction? Buffered products are one possible solution to accomplish that.

These new ETFs help cut stock market losses, but you’ll sacrifice some gains.

From all of us here at United Financial Services, we'd like to wish everyone a safe and Happy 4th of July tomorrow!
07/03/2024

From all of us here at United Financial Services, we'd like to wish everyone a safe and Happy 4th of July tomorrow!

Address

4769 Buckley Road
Liverpool, NY
13088

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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