United Financial Group, Ltd. employs a team approach to servicing your account. You will work with a financial advisor to coordinate most aspects of the relationship and have access to a team of highly trained insurance and planning professionals. Our friendly and competent customer service personnel are here to meet your needs. We are committed to client service and dedicated to the pursuit of proper product selection based on a rigorous due diligence process.
Lee DeLorenzo began her financial service career in 1979. Lee is President of United Asset Strategies, Inc., a registered investment advisor; United Wealth Planning, which provides wealth, estate and financial planning services, including budgeting and asset protection strategies; United Financial Group, Ltd., an individual and group insurance agency; and United Retirement Consultants, Inc., a full service pension administration firm. Lee is a Certified Financial Planner®, Certified Private Wealth Advisor®, Qualified Pension Administrator, and licensed life and health insurance professional. Lee has been ranked as one of America’s Top 100 Women Financial Advisors by Barron’s from 2010 to present and a Top 100 Advisor by Financial Times. Lee has contributed to Forbes, Fox Business News, the Wall Street Journal, and the Financial Times. She is a member of the Investment Management Consultants Association, American Society of Pension Professionals and Actuaries, the National Association of Insurance and Financial Advisors, Financial Planning Association, and the Association of Divorce Financial Planners.
Erin A. Gibbons is a CFP® professional with more than 18 years of planning and investment industry experience. Erin has a BA from Marist College and a Certificate in Financial Planning from Bryant University. He is a National Social Security Advisor (NSSA®) and holds life, health and variable insurance licenses. Prior to joining United Asset Strategies as a Senior Financial Advisor in 2013, he worked for Stifel and Charles Schwab. Erin believes that personalized attention to clients’ needs will build lasting relationships. He is dedicated to going above and beyond to help clients pursue financial success and enjoy financial security before and throughout their retirement years. Erin believes strongly in comprehensive financial, retirement and estate planning strategies and in the importance of proper asset allocation, diversification and wealth management. He aims to align proper planning and money management strategies to allow clients to focus on what matters most to them and their families. Erin also assists clients with estate settlement, charitable giving, Social Security, college planning, insurance, risk analysis, bookkeeping, bill pay, budget and cash flow planning. In his free time, Erin enjoys golf, soccer, boating, skiing, volunteer work (Angela’s House & Food Allergy Anaphylactic Network), and spending time with family and friends.
Richard Sajkoski joined United Financial Group in 2011 as a portfolio manager and investment counselor. After graduating from West Point, Richard served our country for seven years and finished his distinguished service as Captain in the United States Army. From 1993 to 2005, Richard was vice president of trading, specializing in fixed income at a major broker/dealer. From 2006 to 2011, Richard served as vice president and branch manager of a major global bank. His career in the financial services industry spans 20 years and his experience includes financial counseling, fixed income futures, underwriting, trading, institutional bond sales to mutual funds, and the development of arbitrage hedging strategies for a fixed income trading desk. Richard is FINRA 7, 24, 63 as well as Life and Health Insurance licensed.
Guy Riccardi is a graduate of Drew University in New Jersey and received his BA in Economics in 2009. He joined United Financial Group in 2010, following his father Michael Riccardi. Guy is a point of contact for clients. He analyzes and assesses their unique situation and provides insight into investment strategies, with a specialization in annuities. Guy is also FINRA 7, 63 as well as Life and Health Insurance licensed.