United Financial Planning Group, LLC

United Financial Planning Group was founded by Gerry Barrasso CFP®, CPA, PFS in 2008 with the philosophy that financial guidance should be as transparent as it is insightful. We stand as a bastion of impartial advice in an industry too often swayed by commission-based recommendations. Our fee-only structure cements our commitment to place our clients’ interests at the forefront of everything we do.

Our team, comprised of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs, upholds the highest fiduciary standards. We provide comprehensive support through financial planning, tax expertise, and wealth management to enhance our clients' financial health.

Services Overview: We offer a range of services including Investment/Wealth Management, General Planning, Scenario Planning, Retirement Services, and Tax Advisory and Preparation. Each service is tailored to meet our clients' unique needs, from crafting personalized investment portfolios to navigating complex financial landscapes and ensuring tax efficiency.

Our Values highlight the importance of trust in a financial advisor, a role we take seriously by adhering to fiduciary duty and focusing on client advocacy. We view retirement planning as a crucial aspect of financial guidance, leveraging our extensive experience to secure our clients' futures.

United FPG, with locations in Manhattan, Hauppauge, and Lake Success, serves clients across the nation, managing over $200m in assets.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

350 Motor Parkway Suite 300 Hauppauge, NY 11788-3082 Phone: (631) 234-0871 Fax: (631) 584-3763

Primary Office

350 Motor Parkway Suite 300 Hauppauge, NY 11788-3082 Phone: (631) 234-0871 Fax: (631) 584-3763

Other Offices

1979 Marcus Avenue Suite 210 Lake Success, NY 11042 Phone: 631-234-0871 Fax: 631-584-3763
14 Penn Plz Fl 18 New York, NY 10122-0049 Phone: (631) 234-0871 Fax: 631-584-3763