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.

  • Facebook - Grey Circle
  • Google+ - Grey Circle

Gary is our Regional Vice President and has been with United Financial Services for almost a decade. Gary has nearly 20 years of experience in the financial services industry. He has knowledge and experience with retirement income, college, insurance, tax and estate planning. Gary has made appearances on various media outlets including Bridge Street, Ted & Amy, Financial Fitness, TWC and WSYR News, Gary Nolan, and Big Mike. Gary’s professional credentials include FINRA series 6, 7, 63, and 24 securities licenses, New York State Life, Health/Accident Annuities licenses, a Certified College Planning Specialist (CCPS) designation, and the New York State Partnership Plan for Long Term Care Insurance certification. He is also a registered securities Principal. Gary is a graduate of Le Moyne college in Syracuse where he received his Bachelors of Science degree in Accounting. He is also a founding member of the National College Advocacy Group (NCAG) and is on the Board of Trustees for the Onondaga Free Library. Gary has been with United Financial Services since 2009.

Contact Gary

Gary Lucas

Vice President of Investment and Insurance, CCPS