Our team at United Capital works with a small group of clients who are interested in creating a personal, professional relationship to help maximize their financial potential. What keeps you up at night? Asking yourself? Am I OK, Will I run out? Will I be a burden to my family? How much is enough? We strive to create peace of mind and comfort that you may live your “One Best Financial Life®.”
DO you want to work with professionals? Consider working with a CERTIFIED FINANICAL PLANNER™ professional. Many people may think all financial planners are the same, but this isn’t true. Any active registered investment adviser representative may have the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP®professional. Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
What you need is an independent, fiduciary and advocates crafting a dynamic planning process to help you reach your specific goals.
Our Managing Director, Cary Carbonaro, is also available to meet at the following location in New York:
7 Platt Place
Huntington, NY 11743
If you have any questions please email firstname.lastname@example.org.
*Award not indicative of investment performance.
VICE PRESIDENT, BUSINESS OPERATIONS MANAGER OF CLERMONT
Are you a material girl? The truth is that, as women, many of us have a unique relationship with money. We strive for...
At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.
Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.
When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.
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Securities offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.