The Team At
United Financial Services
Spend some time with us today, and you'll sleep a whole lot better tonight.
Paul A. Spero, CFP, President
Paul, a Certified Financial Planner, founded United Financial Services in 1985. His goal was to unite a team of professionals in one location to service every conceivable financial need: from filing a 1040 to launching a new business to protecting a family and a future.
Paul has over 30 years of tax and financial planning experience. He believes in saving taxes through various tax strategies, plus increasing and protecting the wealth of our clients.
Robert B. Damon, CFP, ChFC
Bob, Vice President, is a Certified Financial Planner and Chartered Financial Consultant, as well as a tax professional. A member of FPA. he conducts seminars on financial and retirement planning for many business and community groups.
As a veteran of the Financial Planning community for over 20 years, I believe United Financial Services is unique in central New York. Our advanced level of investment and tax advice dovetail with retirement, college and estate planning to bring together the best possible financial roadmap.
Becky, an Accountant & tax specialist, joined the company in 1991. She holds a BS in Accounting from SUNY Utica/Rome.
Gary Lucas, CCPS
Gary is a college planning and retirement income specialist. He holds a Bachelors degree in Accounting form LeMoyne College, and has his Certified College Planning Specialist (CCPS) designation. Along with his Series 6, 7, 24 and 63 investment licenses, he also holds New York State Life, Health/Accident, and Annuities licenses.
Gary is co-host of the financial radio show, "Gary and Mike...In Your Business" that airs on 105.9 FM, the Big Talker. He is a regular speaker at college financial planning seminars in the area. He also hosts retirement income planning seminars around the Syracuse area as well. Please contact his office for more information on attending an upcoming seminar.
Richard Kordas, Enrolled Agent (EA)
Richard joins the UFS team with over 25 years experience in income taxation, insurance and financial planning. As a tax professional and enrolled agent, he has earned the privilege to represent taxpayers before the Internal Revenue Service. He holds a New York State Life and Health Insurance License and a Property and Casualty Brokers License.
Mike, an Accounting Specialist, joined the company in 2003. He holds Bachelors and MBA degrees from Syracuse University. In addition, he also holds the series 7 and series 63 licenses and is a representative with Cadaret, Grant & Co., Inc.
Brenda is a financial advisor with over 20 years experience. Along with her 6,7,8,9,26,63 and 66 licenses she also holds New York State Life, accident/health and annuities Licenses. She is also certified to sell and market New York State partnership for Long Term Care Insurance.
Brenda assists her clients in achieving their financial goals by providing comprehensive and timely advice encompassing their total financial picture.