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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Audrey works as an assistant to the Financial Representatives.  She provides customer service to clients.  She processes annuities applications, transfers, and withdrawal requests along with any day to day paperwork. She is in charge of processing all 401k payments and loans.  Clients come to her for online access to accounts and troubleshooting.

 

Audrey has been with United Financial Services since 2015. She graduated from SUNY Cortland in 2012. 

Contact Audrey

Audrey Anastasi

Service Administrator