United Financial Planning Group LLC

Meet Our Team

Principal

Gerry BarrassoCFP®, CPA, PFS

President & Founder

Hauppauge, NY

30+ yrs

Financial PlanningRetirement Planning+28

Jose ViveroCFP®, ChFC®, CLU®

Financial Advisor

Hauppauge, NY

12+ yrs

Investment ManagementFinancial Planning+2

Our Expertise

Financial PlanningRetirement PlanningRetirement Income StrategiesSocial Security OptimizationTrust Planning & AdministrationLong-Term Care PlanningLegacy & Inheritance PlanningTax PlanningAdvanced Tax StrategiesTax OptimizationTax-Loss HarvestingMulti-State Tax PlanningRoth Conversion StrategiesInvestment ManagementExecutive CompensationStock Options (General)Incentive Stock Options (ISO)Restricted Stock Units (RSU)Employee Benefits PlanningEmployee Stock Purchase Plans (ESPP)Non-Qualified Stock Options (NQSO)Concentrated Stock PositionsNet Unrealized Appreciation (NUA)Divorce Financial AnalysisSpecial Needs PlanningSudden Wealth ManagementLife Insurance PlanningDisability Insurance PlanningTax Planning & OptimizationDeferred Compensation Planning

About United Financial Planning Group LLC

United Financial Planning Group brings financial planning, investment management, tax planning, and tax preparation together under one roof, so every decision works in concert, not in conflict.

Contact Information

Location

Hauppauge, NY

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Phone

(631) 234-0871

Website

unitedfpg.com