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OVERVIEW:
United Asset Strategies, Inc. is an SEC Registered Investment Advisory Firm. We specialize in providing
full-time professional investment portfolio management services to individuals, corporations, pension
and profit sharing plans, trusts, and non-profit organizations. Our approach to managing an investment
portfolio and the manner in which we deliver our services is uniquely attuned to the needs and desires
of today’s individual investor and corporate fiduciary.
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