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Ryan Michael Derousseau

United Financial Planning Group LLC

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About Ryan Michael Derousseau

Ryan Derousseau is an investment advisor representative at United Financial Planning Group LLC. Ryan is a Certified Financial Planner and specializes in financial planning, retirement planning, and college savings. He has been in the industry since 2014 and is registered with the state of New York. Ryan has a strong commitment to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Ryan Derousseau is currently registered with United Financial Planning Group LLC. United Financial Planning Group LLC is an investment advisor based in Hauppauge, New York. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. United Financial Planning Group LLC has approximately $244 million in assets under management.
United Financial Planning Group LLC

350 MOTOR PARKWAY

HAUPPAUGE, NY 11788-2981

$244.36M

Assets Under Management

30

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Derousseau’s Registration & Firm History

NY

01/17/2023 - Present

United Financial Planning Group LLC (HAUPPAUGE NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Michael Derousseau.
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