Andrew D. Horowitz

The Phillips Hayes Davis Group - UBS Financial Services Inc. in Newport Beach, CA, specializes in providing customized wealth management strategies and financial planning services. With a commitment to understanding clients' priorities and concerns, the team strives to build lasting relationships while guiding individuals toward their financial goals. Led by experienced professionals, including Senior Vice President Douglas Cosgrove and Senior Registered Client Associate Jon T. Dunavold, the group leverages a holistic approach called UBS Wealth Way, focusing on three key dimensions: Liquidity, Longevity, and Legacy. By offering tailored advice and valuing personalized assistance, they aim to support clients in navigating their financial landscape effectively. Generated from the website

Wise River Advisors - UBS Financial Services Inc. in Newport Beach, CA, offers personalized wealth management solutions through a client-centered approach, focusing on understanding clients' priorities and developing customized strategies. The team, led by experienced professionals such as Douglas Cosgrove and Jon T. Dunavold, emphasizes building long-term relationships and delivering quality client service to help individuals achieve their financial goals. Utilizing the UBS Wealth Way framework, the firm addresses clients' needs across three vital dimensions: Liquidity for short-term cash flow, Longevity for long-term stability, and Legacy for wealth transfer. Their methods are grounded in collaboration and thorough discussions, although outcomes are subject to market risks, including potential loss of the entire investment. Generated from the website

Matt Willis is a health insurance company located in the heart of Los Angeles CA. Known for its customer-centric approach the company offers a range of health insurance plans tailored to meet diverse needs. With a team of experienced professionals Matt Willis is dedicated to providing reliable coverage and support to individuals and families in the community. Generated from this place's information