01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Paul Spero, CFP®
Paul Spero is a CERTIFIED FINANCIAL PLANNER TM professional with...
Ron is a Certified Public Accountant with over 20 years of public accounting...
Investment and Insurance Specialist
Brenda joined United Financial Services in 2011. She...
Robert B. Damon, CFP, ChFC
Vice President, Principal
Robert B. Damon, CFP, ChFC, Vice President/...
Accounting & Tax Specialist
Becky joined the company in 1991. She holds a BS in...
Wealth Manager, Financial Advisor
Office Manager, Administrative Assistant
Marlene provides administrative support to...
Financial Planning Administrator
Katie is a financial assistant on the investment side of...
Audrey works as an assistant to the Financial Representatives. ...
Director of First Impressions
Debbie works the front desk of United Financial Service...
Karen has an associates degree in accounting. Karen has been with...