United Financial Planning Group
Comprehensive Planning and Wealth Management to Realize Your Financial Goals
United Financial Planning Group, LLC
United Financial Planning Group
Hauppauge, NY
Comprehensive Planning and Wealth Management to Realize Your Financial Goals
5 out of 5 Stars
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Primary Advisor Locations
Gerry Barrasso, CPA, CFP®, PFS
United Financial Planning Group
Ryan Derousseau, CFP®
Locations
📍 1979 Marcus Ave Suite 210 Lake Success, NY 11042
📍 14 Penn Plaza 9th Floor New York, NY 10122
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
About United Financial Planning Group, LLC
United Financial Planning Group was founded by Gerry Barrasso CFP®, CPA, PFS. United FPG embodies a philosophy that financial guidance should be as transparent as it is insightful. We stand as a bastion of impartial advice in an industry too often swayed by commission-based recommendations. Our fee-only structure cements our commitment to place our clients’ interests at the forefront of everything we do.At the core of our firm, a team of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs uphold the highest fiduciary standards, forging a path for our clients’ financial success through a fusion of financial planning, tax expertise, and wealth management. Our multifaceted approach ensures that every aspect of our clients' financial health is nurtured toward growth and resilience.
The Comprehensive Financial Planning Services at UFPG:
✅ Investment/Wealth Management – Crafting portfolios that resonate with our clients' ambitions and risk appetites.
✅ General Planning – Offering strategic guidance to navigate life’s financial complexities.
✅ Scenario Planning – Preparing for the ‘what ifs,’ ensuring readiness for future financial landscapes.
✅ Retirement Services – Mapping out journeys towards fulfilling and financially secure retirements.
✅ Employer Services – Tailoring benefits to meet the needs of businesses and their employees.
✅ Tax Advisory and Preparation – Integrating tax efficiency into every financial strategy.
Our Values:
The title “financial planner” is not a protected term, but the trust you place in one should be sacred. In a field peppered with agents and brokers driven by commission, our firm rises above with an unwavering pledge to fiduciary duty. We believe expertise should extend beyond the realm of sales; our proficiency is grounded in years of dedicated financial study and client advocacy.
Retirement isn’t just a chapter in your life; it’s the culmination of a lifetime's journey. It deserves more than just passing attention; it warrants comprehensive, expert-led planning. With decades of collective experience and a staunch dedication to our clients’ well-being, United Financial Planning Group isn’t just a participant in your financial planning process; we are your devoted guides, committed to illuminating the path to your financial future.
Founded in 2008, United Financial Planning Group has locations in Manhattan, Hauppauge, and Lake Success, but has clients nationwide. Our firm currently has over $200M in Assets Under Management.
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View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dentists
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Parents
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Investors
- Sales Professionals
- Technology Professionals
- Young Families
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Gerry’s makes you feel confident during unsettling times
✅ Wealthtender Certified Advisor Review™
Feb 5, 2024
My husband and I started working with Gerry over 4 years ago; the BEST decision we made for our future!
So many ups & downs in the financial world, but- Gerry’s ability to put us at ease & help us with feeling confident with giving us sound advice during a very stressful time.
Gerry is a genuinely sincere caring person that really understands our needs.
Relationship to Financial Advisor: Client as of Feb 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
An Advisor You Can Trust
✅ Wealthtender Certified Advisor Review™
Jan 29, 2024
My husband and I have been working with Gerry for about a year and a half. I only wish we would have engaged him sooner. He is a very nice man who truly cares about his clients. Gerry makes you feel comfortable and is always available to answer questions. He is very kind, patient, smart, and knowledgeable. I feel relieved that our investments are now being managed by a true professional and confident that Gerry and his staff will continue to expertly manage our finances well into retirement. Gerry is not only a CFP, but also a CPA, and prepares our tax returns. I highly recommend him.
Relationship to Financial Advisor: Client as of Jan 29, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Someone You Can Trust
✅ Wealthtender Certified Advisor Review™
Jan 17, 2024
I have worked with several other advisors throughout many phases of my life from all over the country. I treasure my relationship with Gerry and his team. They have seen my family and I go from steady times, through times of illness, from living in one coast and moving to another…I just can’t say enough about trusting someone and being able to feel the transparency when interacting about personal finances. Gerry always takes the time to explain things to my artists left brain so I can understand in great detail. He and his team are approachable, available, and attentive. They always seem to have the answers and the results. I know they will be there to help and guide us for the next great adventures yet to come.
Relationship to Financial Advisor: Client as of Jan 17, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Smart, Kind & Trustworthy Fiduciary!
✅ Wealthtender Certified Advisor Review™
Jan 2, 2024
Gerry is a complete gem. It's so hard to find a financial adviser that you really trust. He has seen us through some very difficult moments in our lives--from helping my father-in-law, who was suffering from lewy body dementia, organize and utilitze his finances -- and help budget to ensure he could get the help he needed, to helping his children deal with his finances once he passed. He has since worked with my husband and I and our family of five to smartly plan out vacations, college savings, you name it. I was able to convince my father, who was completely immune to change, to switch all of his finances after one quick consultation with Gerry and in fact, Gerry actually showed my father how he was being taken advantage of in the form of overly high fees and conflicts of interest by a financial adviser from a large financial institution. We of course analyzed and were able to verify this before he made the switch. Since my father's unexpected passing, Gerry has not only taught my mother the 101 basics of financial planning but also has been has been incredibly warm, supportive, going way beyond the duty of a financial adviser.
Relationship to Financial Advisor: Client as of Jan 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Finances are no longer a worry
✅ Wealthtender Certified Advisor Review™
Jan 2, 2024
A friend introduced me to Gerry about 6 years ago while still working and I never looked back, the former advisor seemed more interested in pushing the bank's products than our needs. After that experience I felt it was important to go with an independent firm having CPA's on staff to consider the tax implications of any financial decision. UFPG fit the bill, not only is Gerry a very friendly and knowledgeable person but he also takes care of tax payments and return preparation, one more thing I don't have to worry about.
Gerry is always very responsive to emails and calls, taking a much time as necessary to explain our financial plan in terms I understand. He really has taken the stress out of my transition into retirement, consequently I highly recommend Gerry and his team.
Relationship to Financial Advisor: Client as of Jan 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Transparent and User Friendly Service
✅ Wealthtender Certified Advisor Review™
Dec 28, 2023
I've been using Mr Barrasso's services since 2012, after the death of my father, who left me with some financial assets. I found Gerry through an article I read in Consumer Reports.
I'll never forget the first time I met him. I was distrustful at first. I had a bad experience with my dad's advisor and I was still mourning my dad's death. Contrary to this previous advisor, I found Mr Barrasso to be kind, supportive and easy to talk with. He respected my time to mourn, as he helped me analyze my current assets and liabilities, and develop future short and long term financial goals.
Now 10 years later, I still have the upmost respect for Mr Barrasso and his team, especially Patti, his special assistant. They have done an excellent job of developing and managing my portfolio, while considering the federal and state taxes implications; (a service which he and his team also provide).
I have not been paid to give my recommendation. I highly recommend Mr. Barrasso and his team. On top of excellent financial analyses, you will find Mr. Barasso and his team to be transparent, caring and easy to talk to.
Relationship to Financial Advisor: Client as of Dec 28, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Just Perfect
✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
I relish the opportunity to tell the world how pleased my wife, Christine, and I, are with Gerry Barraso & United Financial Planning Group advising us financially. I'll give you the reader's digest version. We are a blue-collar couple. Chris is a nurse working in a pediatrician's office. I'm a licensed master plumber in a mom Pop business since 1974. Between weddings & college tuitions for our 3 children we always tried to save. Unfortunately, we were all over the place in assorted mutual funds, whole life insurance...etc. Around my age 55 we started asking around for advice, mostly hitting dead ends. At that time i began scouring the internet hitting more dead ends or unsatisfactory solutions. We decided we wanted to dissolve all our assets & merge them into one account. Almost all advisers had a problem for doing what we wanted. I was not going to settle for something that we weren't satisfied with. Almost all calls were never returned. Maybe it was too difficult. What does a plumber know, right?
This went on for quite a while but all during my searches Gerry's name came up repeatedly & reading that he was a CPA I never read between the lines that he was also a financial adviser (once again what does a plumber know?). So I took a flier & called (it may even had been a weekend call) Gerry himself answered the phone. I told Gerry what we wanted to do "no problem it's done all the time)! We spoke a few more times & he was so knowledgeable & reassuring he obviously realized the angst that people have making this life changing decision.
We gathered together all our financial records & went to Gerry's office to meet him in person. The best decision we've ever made! Gerry made a major impression on us & we left our life's hard-working earnings in Gerry's hands to return a week later to Gerry's investment model. Once again impressive, of course, we signed on. Chris retired to be a hands-on Grandma & Gerry seamlessly transferred her 401K to our account. He cashed in our life insurance to an annuity in our account. Nothing is a problem. No worries about taxes Gerry handles them. When I'm supposed to take my RMD Patty, my account executive, takes care of it & sends me a confirmation email. Anytime Gerry redistributes our investments we get an email. Everything is transparent. The absolute best phone call I ever made!
Relationship to Financial Advisor: Client as of Dec 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I recommend him to everyone who asks me ‘who is your guy?’
✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
My brother was shopping for a financial planner and asked me who I was using and if I was happy with him, I told him and set up a meeting so they could discuss his finances. A few weeks later I asked my brother how the meeting went and he said he had decided on a financial planner and he wasn’t my guy. My brother does very meticulous research on every project he works on, so I asked him why he chose Gerry over my adviser. The list was long and impressive but it hinged on Gerry being a ‘for fee’ adviser which meant he was not tied to any specific set of investment products, and the fact that he was a CPA and could seamlessly consider tax implications along with investments. I met with Gerry and he reviewed my holding and prepared a comprehensive ‘Mutual Fund Fee Analysis’ which contrasted my present holdings fee structure with equivalent low cost Index Funds. The results were startling and the projected savings going forward were more than enough to convince me to go with him and his investment philosophy. I had a 9 year history with my old adviser, so dissolving that relationship was very difficult for me, but it had to be done. Besides being a very talented and multifaceted adviser, Gerry is a very nice guy and listens to your suggestions and concerns and then offers the advice you’re paying him for. I recommend him to everyone who asks me ‘who is your guy?’
Relationship to Financial Advisor: Client as of Dec 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Right Person, Right Approach
✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
I've been working with Gerry for about six years. I chose him because I liked his investment strategy of focusing on long-term goals and not chasing short-term gains on individual stocks. I also found him to be a person of integrity and empathy. He is always available to answer questions or address issues that come up as your financial situation evolves. I'm very satisfied with the service I've received and the returns on my investments. I'd definitely recommend Gerry to friends and family.
Relationship to Financial Advisor: Client as of Dec 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Guidance During Difficult Times
✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
I never got involved with our finances during my 54 years of marriage. When my husband passed away unexpectedly, I called Gerry .
He was sympathetic & patient while teaching me to make critical decisions. His advice was so helpful...getting all investments under one umbrella. Gerry suggested I get as many expenses on one credit card each month ,simplified my anxiety.
I trust his expertise .An added bonus: he's a really nice guy!!
Relationship to Financial Advisor: Client as of Dec 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Changing financial advisors was a major decision.
✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
Six years ago, I decided to change my financial advisor. Through recommendations, I met with Gerry Barrasso of the United Financial Planning Group (UFPG) and we hit it off. When working with Gerry you know he is putting his client's interests first.
Gerry takes a genuine interest in me and my goals. He is prompt and responsive in addressing questions, and he is proactive in sharing information on market trends. When doing a portfolio review it is easy to see his passion for financial planning and wealth management. Gerry's concern for my financial well-being makes me feel valued and cared for.
It is my good fortune that Gerry is my financial advisor. I have no hesitation in recommending Gerry and UFPG. He is very good at his craft.
Relationship to Financial Advisor: Client as of Dec 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
MORE THAN JUST AN ADVISOR BUT A PARTNER
✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
Like many of us , my wife and I have spent the last 30 + years raising a family while trying to put away money for our retirement which always seemed so far away . As we got closer to retirement, we realized we needed professional financial guidance to help make our “golden years “ what we want it to be . We began working with Gerry Barrasso and his team at United Financial Planners about 2 years ago . Gerry and his team have proven to be not just great financial advisors but a trusted partner and friend to us .
Gerry’s financial knowledge is vast and apparent . He has been able to provide concrete direction to achieve our retirement goals . However, it’s the “ intangible” characteristics of Gerry that separates him from other CFPs : LISTENING – really hearing what our goals and concerns are , COMMUNICATION -ability to speak in a way that any person can understand , PATIENCE – willing to explain , answer as much as necessary for one to understand , and AVAILABILTY – never making us feel like he or his staff is not responsive .
We would recommend UFP without hesitation to anyone looking for financial guidance.
Relationship to Financial Advisor: Client as of Dec 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy, responsive, insightful advisor
✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
I can't imagine my husband and I making our way through our retirement years without Gerry guiding us financially. Gerry is down to earth, available, reassuring, talented, and professional. His knowledge of finance and accounting are invaluable in these later years. We have received great results and great care in planning for our future. Gerry's staff including Patti are equally top notch. Great results and great comfort all the way.
Relationship to Financial Advisor: Client as of Dec 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I Sleep Better Now
✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
If you want help with big picture financial planning and want an advisor who focuses on the the long-term management of your money who then can execute the plan for you day in and day out, Gerry and UFP are worth a look. I found Gerry by researching investment professionals who are part of the Garrett Planning Network, which is comprised of advisors who act as fiduciaries, putting their clients needs first. You'll find that Gerry doesn't earn any commissions for buying or selling anything for your portfolio, so there's no conflict of interest between your needs and his. Instead he charges what I believe to be a reasonable fee for his services, which for us includes portfolio management, tax planning and income tax services. His fee was in-line or lower than the majority of advisors I researched. His investment philosophy isn't particularly sexy, focusing on diversification across asset classes, long term investing and avoiding individual stocks. So if you're looking to invest in the latest fad and make a killing overnight, he's not the guy for you. His approach is a good match for me and my family and our needs, providing us with the tools to monitor our investments as well as play around with models for seeing how our discretionary and non-discretionary spending impacts our investments over time. Prior to using Gerry, I was doing a decent job investing myself (given that I've worked in the financial sector for years), but handing "the keys" over to him has eliminated all the second guessing and prevented me for making decisions that are impacted by my emotions; I no longer wake up in the middle of the night worrying about my investment decisions. Oh, and he's always quick to respond when I send him I have a question or need guidance on anything that could impact my financial situation.
Relationship to Financial Advisor: Client as of Dec 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
It's like working with a friend.
✅ Wealthtender Certified Advisor Review™
Dec 15, 2023
My wife and I began working with Gerry 7 years ago when we decided we needed professional guidance in our investment portfolio. Gerry has been great in understanding our needs, which include college, wedding, and retirement planning.
Gerry has the perfect demeanor to make us feel comfortable in discussing investment, tax, and strategic planning of our assets. He has a calm and gentle approach; he is well informed and on top of the current industry trends.
I am particularly pleased to be able to use his software “Right Capital” to view our portfolio on-line and input “what if” scenarios to see if our retirement objectives are on track. With this software I can see a retirement success percentage which gives us comfort and our investments are meeting our expectations and goals.
I would highly recommend Gerry to anyone looking for financial guidance both as a CFP and CPA you have the best of both worlds in investment strategy and tax implications. We look forward to many years working with Gerry to continue to grow our investments and secure a long and happy retirement.
Jerry & Maria Dresel
Relationship to Financial Advisor: Client as of Dec 15, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Partner
✅ Wealthtender Certified Advisor Review™
Dec 14, 2023
We began working with Gerry in 2014 while my wife and I were both still employed and beginning to think about our retirement. From our very first meeting, we instantly felt comfortable working with Gerry and were impressed with his ability to quickly assess not only our common goals but also our differences. He worked with us to develop a plan that balanced our financial objectives and our risk tolerances which enabled us to retire in 2016. With his guidance and support, we have been able to achieve a financial stability that we never thought would be possible. Gerry has always been available, responsive and a patient / calming source of support for us as we navigated our transition to retirees and as we continue to navigate the ever changing economy. We view him not only as our financial advisor but as our friend and without hesitation, highly recommend Gerry and his team.
Relationship to Financial Advisor: Client as of Dec 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Why I Trust the United Financial Planning Group
✅ Wealthtender Certified Advisor Review™
Dec 14, 2023
Nearing retirement age I knew that I wanted to collaborate with a financial planning professional to help manage my retirement funds and provide income tax advice/filing services. A close friend suggested that I contact their financial planner at one of the large Wall Street trading firms. Nice person. Seemed knowledgeable. Recommended by a friend. Why not give it a try? Well, I did and within a year I grew uncomfortable with the way my portfolios were managed. The ‘personal touch’ I expected didn’t materialize so I started my search for a fee-only planner who would sign a fiduciary agreement. My research led me to the United Financial Planning Group (UFPG) and Gerry Barrasso. I interviewed Gerry and felt we were in-sync regarding my financial goals and retirement planning. Client references and accrediting agencies checked-out too. Gerry and team got very positive reviews. Since moving my retirement portfolios to UFPG in 2014 I’ve grown to trust Gerry’s guidance. Importantly, he’s kept me from making some bad financial decisions, e.g., timing the markets. I’m a more disciplined investor because of Gerry’s skills (financial and personal) and for me, that’s exactly what I wanted to accomplish. I am grateful to have Gerry and the UFPG team helping guide my financial life.
Relationship to Financial Advisor: Client as of Dec 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thorough and thoughtful advisor
✅ Wealthtender Certified Advisor Review™
Dec 14, 2023
This is my first time working with an advisor for my wealth management, and I know that I, like many, wasn't sure where to even begin. I did my research and found Gerry. After a fruitful discussion on the phone, we met in person and many of my fears were alleviated. Gerry, with his knowledge and expertise, took careful time to explain the process and methods he employs in lay language. We tailored a plan to meet my current and long-term goals. I have found him to be very diligent and open to conversation any time. His staff is also diligent and extremely helpful. Highly recommended.
Relationship to Financial Advisor: Client as of Dec 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Current Client
✅ Wealthtender Certified Advisor Review™
Dec 14, 2023
If you are looking for a financial adviser, look no further than Gerry Barrasso.
If you are looking for a financial adviser who is truly working for you, Gerry Barrasso.
If you are like me and need a hand to hold, Gerry is someone who always makes time to answer my questions, calm my jitters, and go way out of his way to help me in any way that he can.
Gerry is not just my financial adviser, he is my trusted financial friend.
Relationship to Financial Advisor: Client as of Dec 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Advisor
✅ Wealthtender Certified Advisor Review™
Dec 13, 2023
We have been with Gerry for many years. I naturally went to the suspicious side of my nature when looking for an advisor, but my fears were put to rest very quickly, and now I will not make a financial decision without conferring with Gerry. He has given us the security of knowing that our investments and retirement are handled by a knowledgeable and professional person. He has always been available for calls or meetings, to answer any concerns that we may have. He has been able to guide us when our opinions differ and advise the best strategy for our financial well- being.
His team is very organized at tax time making sure they have all the necessary paperwork for Gerry to prepare our taxes.
Relationship to Financial Advisor: Client as of Dec 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Dec 13, 2023
I have been a client of Gerry Barrasso for a number of years. I am impressed with his understanding and care of my financial needs. He is warm and efficient. He is always available for questions with a quick response and he is a great problem solver.
Relationship to Financial Advisor: Client as of Dec 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Best There Is
✅ Wealthtender Certified Advisor Review™
Dec 13, 2023
My wife and I first encountered Gerry as our tax accountant and found him to be by far the best we've ever had--the most professional, the most compassionate (he really listens!), the most efficient, the most accessible. But later, wondering if I would ever be able to retire, Gerry did an assessment of our finances and essentially said I could do so right then! It was a liberating thought, and we chose to tap Gerry to manage our retirement portfolio, and yes, we've been able to comfortably retire and pursue our dreams. Of course, because Gerry is a Certified Financial Planner, we have been confident from the start that he would always assess our finances with the utmost integrity. Whenever someone asks us if we know a good financial planner, we enthusiastically recommend him.
Relationship to Financial Advisor: Client as of Dec 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Service
✅ Wealthtender Certified Advisor Review™
Dec 13, 2023
I have worked with Gerry and his company for a number of years. I have nothing but positive things to say. Gerry always replies promptly to my inquiries, and answers my questions. I believe his investment decisions are sound. Especially as one grows older, it's important to have a professional like Gerry assist with financial decisions.
Relationship to Financial Advisor: Client as of Dec 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional, Knowledge, Trustworthy Advisor
✅ Wealthtender Certified Advisor Review™
Dec 7, 2023
My wife and I began working with Gerry in late 2014 prior to both if us entering retirement. Having spent over 35 years in the financial services industry I knew it was important to have independent fiduciary investment and tax advice. We researched and interviewed more than a few advisors and following our initial meeting with Gerry we both knew he would be a great fit for us. Among the reasons we decided to have Gerry manage our assets is his overall approach to working with clients. He is patient, listens, empathetic and explains things in a clear and straight forward manner. We also appreciate that Gerry is our CPA, thus giving him a complete understanding of our financial picture. Gerry developed a long-term plan that incorporated our income sources, investments and risk tolerances. Gerry has always made himself available to us for any questions or issues large or small. We believe that his approach to working with people filters to his staff (Patricia Watkins) who is also very capable and responsive. Transitioning to retirement can be challenging. During this phase, Gerry was instrumental in helping us navigate the many decisions we would be making going from full-time work to retirement. Of note was our decision to relocate from New York to Florida and the financial impact of that decision.
Over the almost 10 years, Gerry has provided steady and informed advice especially during times of significant fluctuations in the global economy, stock and bond markets. We truly enjoy working with Gerry and have no hesitation to recommend him to others who require financial planning and/or tax planning services.
Give him a call, you won’t be disappointed.
Relationship to Financial Advisor: Client as of Dec 7, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Financial Advisement Unicorn
✅ Wealthtender Certified Advisor Review™
Dec 7, 2023
Gerry's unique DNA of financial and taxation efficiency places him and his team of professionals ahead of most alternative options in the market today. Everyone has different risk tolerances and expectations regarding their personal and/or business financial plan and execution. Still, our family finds both comfort and satisfaction in United's philosophy of applying historical factual data, low-cost investments with high-performance yields, and tax savings in mind. The guidance is delivered in a manner that fully explains the options and suggestions so you can partner on decisions and get all your questions and concerns addressed promptly. It took several years of trial and error learning using other advisors and then careful research and interviews to find, select, and refer Gerry and United and we have been satisfied ever since.
Relationship to Financial Advisor: Client as of Dec 7, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy, Knowledgable, Capable and Responsive Pro
✅ Wealthtender Certified Advisor Review™
Dec 7, 2023
My wife and I have trusted Gerry managing our portfolio since 2016. His complete financial services have included identifying our objectives, planning commensurate returns, selecting low expense investment candidates, and preparation of our annual tax returns. He has always been available for discussion or face to face meetings.
We highly recommend Gerry and United Financial Planning Group to current and future retirees!
Relationship to Financial Advisor: Client as of Dec 7, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Spent a few months researching and speaking to financial advisors, both my wife and I felt that Gerry checked all the boxes.
✅ Wealthtender Certified Advisor Review™
Dec 5, 2023
One of my main concerns in finding a financial advisor was that my wife and I both would feel comfortable working with whomever we picked for the long run and Gerry and his staff meet this requirement.
I have recommended Gerry to friends and family members some of whom are also working with him.
Relationship to Financial Advisor: Client as of Dec 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
Dec 5, 2023
I have been with several financial advisers over the years and was never entirely confident or comfortable. My relationship with Gerry changed all of that as I am now quite at ease that my best interests are being served and it is not just about making money. Gerry is a great guy and a true professional in every way. He maintains the highest level of knowledge and expertise while always focused on the needs and adjustments to be made to your portfolio. Most importantly, he is always there to answer any questions and explain his investment strategies. I give the highest recommendation possible if you are looking for a trusted advisor to serve your financial needs.
Relationship to Financial Advisor: Client as of Dec 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A smart move for new retirees
✅ Wealthtender Certified Advisor Review™
Dec 5, 2023
Our previous money manager had too many high risk items in our portfolio. We had met with them and asked to be more conservative since we were retiring. But it fell on deaf ears. After our initial interview with Gerry, we saw how our investments could to be more secure and more smartly invested and develop a complete plan on how much we can take annually without touching our principle. Definitely something we felt had to be done sooner, rather than later. Since we started working with Gerry a little over two years ago, we've seen the market take some pretty big hits, yet we're still ahead on our investments. Just that alone shows us that we have made the right decision. Not being super knowledgable about finance, Gerry and his team are pleasant and patient with our frequent questions and quick to respond to our emails. When needed, we video conference to handle the bigger questions. Our confidence in Gerry has grown to the point where we have also moved our checking as well. We couldn't have made a better decision.
Relationship to Financial Advisor: Client as of Dec 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable and Trustworthy
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
My wife and spent a few decades accumulating our retirement fund. After that hard work and a little luck, we were then faced with how to “decumulate” these savings. That was a challenge and after some research we looked for a Certified Financial Planner for assistance. I spoke to several and I was finding it difficult to hand over a set of keys to someone else. Gerry Barrasso addressed this in many of the usual ways but what I found most persuasive was, after noting hesitation and silence on my end, he paused and said, based on our circumstances, my wife and I really should get a financial planner even it was not him. With that he convinced me his primary concern was my wife and me and not getting a new client. We are now clients and are very happy with the services Gerry provides (along with Patti Watkins). The results have been very good so I can focus on retirement and not my accounts.
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional, Knowledgeable, Helpful Advisor and Planner
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
I signed up for wealth management with Gerry Barrasso earlier this year (2023) after being disappointed time and again with the services of my previous commission-based advisors. As a fee-only advisor I have high confidence that Gerry will always put my interest foremost. The process has been very smooth so far and Gerry has been great in creating and explaining a financial plan, running different retirement scenarios and explaining various pros and cons. He is always an email or a phone/video call away whenever I have any questions or need advice related to investments or taxation. The software and website he uses and makes available to clients are valuable add-ons to his service. It’s also been a joy working with the staff at United Financial Planning Group and I am looking forward to a long and rewarding relationship.
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and Caring
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
When Gerry asked me to become a client more than five years ago I didn't hesitate. I feel the same way today. He helped me through retirement from CUNY (City University of New York) during COVID-19 pandemic with a reassuring hand and wise financial guidance. Finding a financial advisor is one of the most difficult decisions you can make in life and I feel lucky that I didn't have to look further.
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Advisor. Highly Recommended.
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
Gerry has been our trusted financial advisor since 2016. We reached out to him at that time to get a clearer understanding of our financial situation and a to try to put a more concrete plan in place for our retirement and beyond. We had many big decisions to make during this process, especially since we didn’t have a clear idea of how soon we could retire without jeopardizing our finances. Selling our house in Queens and moving upstate was also in the mix, and my husband and I were not exactly in sync regarding if or when we would do this. Deciding when we should start collecting social security was also a tough one for us. Gerry has been extremely patient and helpful during our process, always listening carefully and addressing our concerns along the way. He provided multiple scenarios to clearly illustrate the effects of each potential choice as it arose.
He is also managing our investments and has done well to respond to market changes to help keep us on track. It’s a secure feeling to know that we have a trusted professional with eyes on this.
We feel very fortunate that we were able to retire with the confidence that we’ll be able to live the lifestyle we’ve chosen. Working with Gerry has been a true pleasure, as well as instrumental in helping us achieve these and other goals. We look forward to continuing our relationship for guidance with future decisions.
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
There's something to be said for feeling comfortable when it comes to finance.......
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
Many of us, myself included, feel lost or even ignorant when it comes to investing. If you're one of those people, Gerry Barrasso is the person to call. He's extremely knowledgable and has an ability to explain things using terms you will be able to grasp. He also takes the time to fully understand your goals. His staff his diligent and extremely helpful. I recommend him and United highly
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Complete, professional financial planning
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
Gerry Barrasso has been the financial advisor for me and my wife since 2015. I realized that I needed an advisor to help me plan the final years of my employment and during my retirement and felt that a fee-only advisor was the most appropriate for my needs. He carefully evaluated my risk tolerance in setting up my initial portfolio. He runs long-range financial planing software that takes into account retirement-specific items, such as social security and medical expenses. He prepares my taxes and makes sure that my RMD requirements are met each year .He responds quickly to questions and is comfortable using videoconferencing.
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable and informative financial advisor
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
I came to Gerry Barrasso after being with another financial group that was unprofessional. I had difficulty receiving a straight answer. I tried many times to contact my advisor, with that company, for guidance and information about my account. I was fortunate to locate Gerry through an extensive search of fiduciaries. My initial contact by phone with Gerry had me completely at ease. I Knew right then Gerry was trustworthy and extremely knowledgeable regarding my investments. We met at his office and he was able to have all my holdings from that company moved and reinvested with a brighter future for my investments and family. With the help of Patti Watkins and the trust in Gerry I'm relieved, knowing I made the right choice in my move. I highly recommend Gerry for all your investment needs.
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very fruitful
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
I retired about three years ago with my wife who is my partner from a multiple fast food franchise, but we still operate a real estate development office which we own. At the time of our retirement we went to Gerry and elected him to be our financial advisor. We transferred to him from J P Morgan our I R A accounts, plus our investment in stocks and bonds. I am not entering specifics in numbers but let’s say they are of rather considerable sizes. Gerry created strategies appropriately designed to our needs and as safely as possible for people our age. For the last three years our decision to engage him has proven very fruitful.
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Fiduciary
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
We have been with Gerry for about ten years. We were looking for a fiduciary. We had a number of financial advisors in the past and we were never completely satisfied because we watched the number of trades made per year increase without fail as time went by. We wanted somebody who had a personal interest in our finances which we believe is best achieved with a fiduciary relationship. We don't believe this is cheap, but at least we know that Gerry only does better if we do better. Further, we have day jobs and are not professional investors. We liked the modeling approach with a periodic review of where we stand. This lets us concentrate on our daily activities.
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust Advicor
✅ Wealthtender Certified Advisor Review™
Dec 4, 2023
I am so grateful for the advice and guidance you have provided me over the years. Especially for my financial needs and goals.
Thank you for being my trusted adviser
Michael
Relationship to Financial Advisor: Client as of Dec 4, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Family member
Right guy for me
✅ Wealthtender Certified Advisor Review™
Dec 1, 2023
I have been with Gerry for over 3 years now and I feel as though he is a partner not just an advisor. Gerry displays a genuine interest and care for each clients financial situation. I am approaching retirement and Gerry has helped me navigate the tricky waters on investment, tax sheltering and his projections are spot on. His staff is a pleasure to work with. They pay attention to detail, follow up on time and are always available when I have a question. Gerry is a person of tremendous character, high ethics and integrity. I feel very comfortable having Gerry in my corner for this next chapter of my life.
Relationship to Financial Advisor: Client as of Dec 1, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Gerry provides the highest professional care for his clients.
✅ Wealthtender Certified Advisor Review™
Dec 1, 2023
The year before I retired in 2012 I met with Gerry to discuss my future financial goals, and he developed a detailed plan based on my history, my past investments, and my risk tolerance. I like that he does not take commissions, but is a fee-only advisor. I appreciate that I can have as much or as little contact with Gerry and the firm as I want. I am a mostly hands-off client, and trust him to manage things for me. His staff are very accommodating and I have dealt mostly with Patti Watkins when I need help with something. She is very responsive. Highly recommend Gerry and his firm.
Relationship to Financial Advisor: Client as of Dec 1, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very professional warm and kind
✅ Wealthtender Certified Advisor Review™
Dec 1, 2023
I have been a client of Gerry for over 7 years. I had never felt I needed a financial planner but due to personal situations I reached out to him. He has been of invaluable help for me and my family in difficult times and has been very accessible in a very timely manner. Gerry and his staff, especially Patti Watkins have helped me out when I needed them the most. They were very professional warm and kind. I would highly recommend their services to anyone in need. I feel very comfortable in having them as very strong resource to me and my family.
Relationship to Financial Advisor: Client as of Dec 1, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Couldn’t have asked for better
✅ Wealthtender Certified Advisor Review™
Dec 1, 2023
I retired frim my IT job 6 years ago, and became a client oj Gerry Barasso’s a few months after that. Having worked for a university for the last 20 years af my career, most of my savings was held in a 403b with a large firm best known for providing retirement plans for educational, medical, and research institutions.
In addition to my 403b, my parents had also left me money in a variety of holdings; annuities, cds, bonds…ugh. Of course I was grateful for it all, but as one with NO knowledge of how it all works (tax implications, maturity dates and penalties, rollover options, on and on) it started to look like a rat’s nest to me, and I wanted to consolidate as much as I could. Gerry helped me do this, as well as help me navigate the termination of my employer’s retirement plan and create my private accounts. He continues to help me to this day.
As others have said and, no doubt, others will say after me, Gerry is a straight talking, easy going guy. He is patent, knowledgeable, and, judging by where I am financially, he is a competent investor.
And I trust him to do the right thing. As a fiduciary, he is bound by law to act in his clients’ best interests. Even if he wasn’t I get the feeling he would anyway.
I couldn’t be happier, and highly recommend him. Ditto for his more than capable staff at United Financial Planning Group.
Relationship to Financial Advisor: Client as of Dec 1, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Advisor
✅ Wealthtender Certified Advisor Review™
Dec 1, 2023
I've been using Gerry to plan my financial future for at least 15 years. Gerry is always available and down to earth. He listens to what the client needs and expects and goes out and achieves those results. I am happy to give him my endorsement.
Relationship to Financial Advisor: Client as of Dec 1, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Explains financials in lay terms
✅ Wealthtender Certified Advisor Review™
Dec 1, 2023
November 2023: I’ve been using Gerry for almost 2 years. This is my first time having a financial advisor. I researched fiduciaries and interviewed several. I selected Gerry because he explains things to me in a way that I can understand. And if I still don’t understand, he finds a new way to explain it to me. He never talks down to me. He’s patient. I’m a federal employee with a Thrift Savings Plan (TSP) and he’s knowledgeable in how the TSP operates and I feel confident in his TSP advice because I’ve taken many classes at work and Gerry’s suggestions are accurate. He always welcomes questions and he’s always available in person or on Zoom call or phone. I’m happy with my financial results and feel confident that he has my back.
Relationship to Financial Advisor: Client as of Dec 1, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
excellent assistance
✅ Wealthtender Certified Advisor Review™
Dec 1, 2023
Gerry Barrasso has long been a trusted financial advisor for me. He is consistently patient and helpful advising me in my finances and in planning for my future. These are qualities I value highly . I've long recommended him to friends and colleagues and everyone concurs with my assessment of his abilities. I give him my highest recommendation.
Relationship to Financial Advisor: Client as of Dec 1, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Ryan Derousseau, CFP®
United Financial Planning Group, LLC
Comprehensive Planning and Wealth Management to Realize Your Financial Goals
Hauppauge, NY
Nationwide
Gerry Barrasso, CPA, CFP®, PFS
United Financial Planning Group, LLC
Comprehensive Planning and Wealth Management to Realize Your Financial Goals
Hauppauge, NY
Nationwide
