This profile has been claimed by the business owner or representative.
United Success Wealth Management
- Investment Service
- New York, NY
About this business
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
Get directions
Kean simplified my complicated financial situation and provided me with an excellent investment process which we are executing. He is always available when we need him!
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
Beata is phenomenal to work with. She is an expert in her field and really cares about her clients.
Kean has been my financial advisor for over a decade. He has proven to be invaluable in managing my finances during varying economic climates. He provides guidance and makes himself available when the need arises. I highly recommend Kean as a financial expert.
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.