United Asset Strategies, Inc.

United Asset Strategies, Inc. is a financial services and insurance startup founded in 1980 and headquartered in the United States. The company's slogan, "Planning for a Lifetime Starts Here," reflects its mission to be a steward to its clients by focusing on their unique financial goals and risk tolerances. United Asset Strategies specializes in developing, implementing, and monitoring sophisticated money management strategies, retirement, and estate planning to enable its clients to focus on what matters most to them and their families.

One of the core principles of United Asset Strategies is diversification, which they believe to be the single most important investment principle. The company is committed to providing exceptional customer service and follows a prudent, disciplined approach to daily money management. While specific details about the last investment and investors are not available, the company's long-standing presence and dedication to its clients make it a promising player in the financial services and insurance industries.