


United Financial Services Revenue
Financial Services • Clay, New York, United States • 21-50 Employees
United Financial Services revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Key Contacts at United Financial Services
Byron K. Yancy
Director Of Cyber Security Operations
Jim Gaskins
Owner
Jineesh Mallishery
Founder & Managing Partner
Errol Gwynne
Owner Of Acl Management
Todd Zancaner
Owner
Prekshak Mehta
Ceo
Dayna Pagard
Owner
United Financial Services
Ceo
Ashim Giri
Owner
Company overview
| Headquarters | 4769 Buckley Rd, Liverpool, New York 13088, US |
| Phone number | +13154515885 |
| Websites | |
| NAICS | 52 |
| SIC | 738 |
| Founded | 1985 |
| Employees | 21-50 |
| Socials |
United Financial Services Email Formats
United Financial Services uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About United Financial Services
Our philosophy is simple - we handle your retirement, investments, and taxes as if you were a member of our family. We stand by our belief that if you spend a little time with us, you'll feel more confident in your financial strategy. Our team is comprised of dedicated professionals with extensive experience in financial planning. We are proud to serve you and give you not only best in class service, but best in class confidence knowing that your financial future is in good hands. Follow us on Facebook: www.facebook.com/unitedfinancialservices1985 Securities and advisory services offered through Cadaret Grant & Co., Inc., an SEC Registered Investment Adviser and member FINRA(www.finra.org)/SIPC(www.sipc.org). United Financial Services and Cadaret Grant are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
United Financial Services has 21 employees across 9 departments.
Departments
Number of employees
Funding Data
United Financial Services has never raised funding before.
United Financial Services Tech Stack
Discover the technologies and tools that power United Financial Services's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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Frequently asked questions
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