United Professional Advisors

United Professional Advisors is a financial planner in Watertown, NY. The firm provides personalized financial and retirement planning, wealth management, and investment strategy services to individuals, families, and organizations. Their expertise includes helping pre-retirees transition from accumulation to income, managing life transitions such as career changes or business sales, and designing employee benefit strategies to support recruitment and retention. The firm holds a 5.00 rating.

The advisory team utilizes a comprehensive approach to wealth management by integrating investment strategy, risk management, and long-term legacy considerations into a single, coordinated framework. Their services include goal-based portfolio design, ongoing monitoring and rebalancing, and retirement income protection strategies aimed at managing market volatility and longevity risks. The leadership team includes Founding Partner Kim Allen, who brings nearly forty years of experience in estate planning and business succession, Managing Partner Zachary Allen, Partner Neil Freeman, and Chief Operating Officer Emily Eiss-Sigel.

Located on State Rte 3, the office is a short drive from the East Hounsfield Free Library and is situated near the Beaver Meadows wetland and the Black River.

United Professional Advisors is recognized for providing well-documented business information and clear, actionable guidance. The firm is known for its commitment to long-term relationships, transparency, and accountability, ensuring that every financial decision works together to support a client's long-term success.

Through thoughtful planning and disciplined execution, United Professional Advisors helps clients in Watertown, NY, navigate their financial journeys with purpose and confidence.