Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Barrasso is a financial advisor who has been in the industry since January 2008. Gerard is a Certified Financial Planner™ and is currently registered with United Financial Planning Group LLC in New York and Texas. Gerard's firm manages assets for individuals and provides financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
03/27/2023 - Present
United Financial Planning Group LLC (HAUPPAUGE NY)
Active
Inactive
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