UB Strategies | Financial Advisors & Wealth Management in Lookout NY

    Executive Planning

    At Unified Business Strategies, we have been a trusted firm for more than 25 years and believe we have built our reputation using a mix of cutting-edge technology and personalized service that has defined our storied history. 


    Foundation of Trust

    Our primary focus has always been our clients’ satisfaction. Our mission is to provide a premier level of service from an experienced, competent, and trusted advisor.


    Independent, just like You

    As an independent broker, we are not tied or beholden to any insurance carrier. We base our recommendations solely on your specific needs and requirements.


    Creating Safety

    Our experience and knowledge enable us to craft a program that presents the best options for your firm's objectives.


    Industry Recognition

    We have been recognized with a number of awards for our commitment to excellence and our work with charitable organizations.

    UB Strategies Team

    ​Meet Our Team​ 


    John Camiolo



    Adam Camiolo

    Director of Client Services, Communications


    Scott Margolis

    Executive Vice President

    Connect with us.

    Use our contact form to send us an email and get started with financial planning.

    Contact Us Form


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