Unlimited Financial Solutions

read moreA strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. If you're approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income. While making the decision to relocate is not something that can be done lightly, there are a variety of options available nationwide that may allow you to retain more of your retirement income.

read moreSince 1985, United Financial Services has been providing financial peace of mind not only to the Syracuse area, but all across Upstate New York. Our philosophy is simple, we handle your retirement, investments, and taxes as if you were a member of our family. We live by our promise that if you spend a little time with us, you'll sleep a whole lot better. Our team is comprised of dedicated professionals with extensive experience in financial planning. We are proud to serve you and give you not only best in class service, but best in class confidence knowing that your financial future is in good hands.

read moreA detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul. This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.