The United Wealth Management Group specializes in meeting the financial needs of businesses and individual investors by offering financial and estate planning along with high quality financial products and services and excellent customer service. We are dedicated to providing both our personal and corporate clients a well balanced and customized financial plan that is aligned with the client’s stated goals.
Our philosophy as objective financial professionals is to always work in the client’s best interests. Our team approach assures our clients of the quality service and attention to detail they deserve. Our practice is built on developing and maintaining long-term relationships.
Please contact one of our financial professionals: Steven K. Daury at 413-585-5100; Joseph E. Ryan at 413-787-1257; Joe Malmborg at 413-788-3338; Jeffrey Siegel at 413-585-5100; Kathy Collins at 413-896-8290; or Christopher A. Casale at 413-726-2427.
For more information please visit www.unitedwealthmanagementgroup.com.
* Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker / Dealer, Member FINRA / SIPC and a Federally Registered Investment Advisor. United Wealth Management Group is not a Registered Investment Advisor. NFP Securities, Inc. is not affiliated with United Wealth Management Group.
NOT FDIC INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO BANK GUARANTEE
NO FEDERAL GOVERNMENT AGENCY GUARANTEES