Securities and advisory services offered through Cadaret, Grant & Co., Inc., member FINRA/SIPCUnited Financial Services and Cadaret, Grant & Co., Inc. are separate entities. Representative registered to conduct securities business in CA, FL, MA, ME, MI, MO, NC, NJ, NY, NV, PA.

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Rebecca Bain

Vice President of Accounting and Tax 

Robert Damon
 Vice President, CFP  

Gary Lucas
Regional Vice President, CCPS 


Paul Spero
CFP, Founder, President

Brenda Monk
Investment and Insurance Specialist

Debbie Erikson
Director of First Impressions

Katie Condon
Financial Planning Administrator

Audrey Anastasi

Service Administrator

Karen Bisha
Payroll Specialist

Marlene Bittner

Office Manager, Administrative Assistant 

Ronald Pratt


Our investment professionals can show you how to make your money work hard for you, giving you the returns you've been looking for through sound financial decisions. Our financial advisers can help you choose the right insurance plans to meet your needs, and our college planning professionals can prepare a comprehensive strategy to make education affordable for your children.

Investments, Insurance, and College Planning

United Financial Services was founded on tax preparation, and although we have expanded to encompass all aspects of financial planning, our tax services remain a core feature of our business. We ensure that you get the full reimbursement that you are entitled to with your tax return which online services simply cannot provide. Our thoroughness is unparallelled, as our goal is to help you keep more of what you earn.  

Tax Preparation


Our advisers and CERTIFIED FINANCIAL PLANNER TM  professionals can help you achieve your retirement dreams. We can answer your most important questions, and help ensure that you retire with confidence and peace of mind through financial security. Ask us about how we can help plan income for life. Whether retirement is still on the horizon, or just around the corner, our experienced professionals will plan based on your unique situation.

Retirement Planning


Whether you are deciding if our services are right for you, or if you are interested in a free consultation, please call us at: (315) 451-5885 or fill out the following form. We welcome your feedback, and are happy to address any unanswered questions.


United Financial Services is proud to employ experienced professionals from the Syracuse area. For information on employment opportunities, click here

4769 Buckley Road

Liverpool, NY 13088

Tel: (315) 451-5885

Since 1985, United Financial Services has been providing financial peace of mind not only to the Syracuse area, but all across Upstate New York. Our philosophy is simple, we handle your retirement, investments, and taxes as if you were a member of our family. We live by our promise that if you spend a little time with us, you'll sleep a whole lot better. 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. Spend some time with us, and you'll see why thousands have entrusted us to secure their financial future. 

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