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United Success Wealth Management

  • Investment Service
  • New York, NY
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About this business

FinanceFinancial ServicesInvestingInvestment Service

Our Company Everything we do for our clients is focused on helping our clients Save, Invest, Grow their Financial Assets and Protect their Financial Assets. We provide this as a service to our clients while striving to provide an excellent service and experience for every client. We are a fee-only fiduciary financial advisor to our clients. We do not sell brokerage investment products or receive any investment commission incentives. Therefore, we have no conflict of interest. Our interests are aligned with those of our clie... read more

Location details

260 Madison Avenue, 8th Floor, New York, NY, 10016, United States

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5.025 reviews
Louis Tognan's profile image
Louis Tognan 
3 months ago

Kean is absolutely trustworthy and will always help. He has been my family advisor/broker since 2009 and had provided great support and expert advice. My best wishes for his newest adventure - United Success Wealth Management. He really works hard to read the markets and prepare for the future. Even in down markets he has taken care of us and made the right preparations in a timely manner. He always stayed ahead and prepared for the future. We are delighted with his firm. 

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Michael Kelly 
3 months ago

Kean Amaral is a gifted fiscal advisor that has created a financial plan for my family that has put me in a great position to enjoy my retirement years. Kean is a warm and caring professional who takes the time and makes the effort to stay aware of my needs and the needs of my family. He keeps me regularly updated on my financial position and is a creative accountant that is always looking at ways to protect and grow my accounts. I heartily endorse and recommend United Success Management. 

Roubina Serroen's profile image
Roubina Serroen 
3 months ago

Kean Amaral has been my family’s financial advisor for over a decade. He has helped and navigate through some ups and downs in the market. He takes the time to have regular meetings and brings us up to date in the most recent happenings in the financial industry and then recommend the actions appropriate for the climate to ensure a secure retirement. I recommend him strongly!! 

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su Iyer 
3 months ago

Kean is an outstanding financial advisor. He is intelligent, knowledgeable, proactive and has the ability to explain his investment strategies clearly to a layperson. I have worked with him for many years and truly appreciate his honesty, listening skills and his focus on my goals while he works on my portfolio. 

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Melody Wilder 
3 months ago

Top notch team! I recently had the pleasure for working with this team, and I must say, their service exceeded my expectations in every aspect. From the moment I reached out to them, their team was incredibly professional, knowledgeable and attentive. They took the time to understand my financial goals and tailored a comprehensive plan that aligned perfectly with my needs. Their expertise and well-rounded approach gave me confidence in their ability to handle my investments effectively. It is clear that they genuinely pr... read more

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Frequently asked questions about United Success Wealth Management

How is United Success Wealth Management rated?

United Success Wealth Management has a 5 star rating with 25 reviews. 

When is United Success Wealth Management open?

United Success Wealth Management might be open. It requires an appointment.