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. 

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    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.

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    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.

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    Creating Safety

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

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    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​ 

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    John Camiolo

    CEO

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    Adam Camiolo

    Director of Client Services, Communications

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    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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