United Success

Short Hills, New Jersey

★ 5.0 (27 reviews)
Call (917) 432-9722 Visit website →

About

United Success is a wealth management firm based in Short Hills, New Jersey, offering investment management, retirement planning, tax strategy, and financial planning services. The team includes CFP-credentialed advisors who work with clients on retirement and tax planning alongside portfolio management.

Specialties

Investment Management Retirement Planning Tax Strategy Wealth Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-6PM, Tuesday: 8AM-6PM, Wednesday: 8AM-6PM, Thursday: 8AM-6PM, Friday: 8AM-6PM, Saturday: 9AM-12PM
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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