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United Capital Financial Advisors in New York and New Jersey

Are you living the life you want? Consult a local advisor about a proven, engaging approach to wealth management. We help you Live Richly℠.

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United Capital Financial Advisors New York, New Jersey, NY

About New York and New Jersey Office

The United Capital New York & New Jersey office is headed by Managing Directors Michael Duncan and Cary Carbonaro. Both Michael and Cary have deep roots within the New York & New Jersey areas with over 50 years of combined financial planning experience.

At the United Capital New York & New Jersey office we help our clients attain security and confidence. Our clients achieve this by working toward the goal of providing for themselves and the people they truly care about. We help clients identify their financial biases, and understand how these affect the way they make decisions about money.

Your finances play a major role in how you are able to live your ideal life. That’s why we are proud to be the nations first “Financial Life Manager”, a phrase coined by our CEO Joe Duran. Read Joe’s personal story and learn about his inspiration to build United Capital as the country’s largest Financial Life Management firm.

Michael and Cary serve a wide network of clientele and are available to meet in Paramus, NJ and Manhattan, NY. We are also available to meet in our offices in Huntington,NY and Clermont, FL.

If you have any questions or would like to set up a consulting appointment call us at 201-301-8080 or email

Find out your MoneyMind®!

Meet Our New York and New Jersey Financial Advisor Team

Our United Capital Team Location

115 W. Century Rd., Suite 160
Paramus, NJ 07652

Telephone: 201-301-8080
Facsimile: 201-301-8090

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Affiliated Offices

Winter Garden

17631 Deer Isle Circle
Winter Garden, FL 34787

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7 Platt Place
Huntington, NY 11743

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Local Happenings

May 20, 2019


Combining Your Actions With Third-Party Expertise May Help Increase Your Chance of Financial Success

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Wealth Management and Financial Advisor Services To Help You Live Richly

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.

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Discover Your MoneyMind.

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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United Capital Wealth Management

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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.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site. You can also view Cetera’s Privacy Policy, Important Disclosures & Business Continuity Plan.