Harmonia Family Wealth - UBS Financial Services Inc.

Giordano Wealth Management Group, part of UBS Financial Services Inc., is located in Pasadena, CA, and specializes in providing customized financial strategies tailored to clients' unique needs. The firm emphasizes building long-term relationships through quality client service, focusing on retirement planning and wealth management for individuals, small businesses, and charitable foundations. Led by experienced professionals like Senior Vice Presidents James Giordano and Steven Crawford, the team is dedicated to simplifying complex financial topics and ensuring clients have a solid plan to achieve their wealth and lifestyle goals. Both advisors are actively involved in their communities, reflecting the firm's commitment to giving back while helping clients navigate their financial futures. Generated from the website

UBS Financial Services Inc. is recognized as one of the world's leading wealth management firms, dedicated to helping clients achieve their most important financial goals through a client-centric culture that prioritizes their needs. The firm emphasizes long-term relationships and quality client service, supported by industry-leading capabilities and professional development for its financial advisors. With a team of experienced professionals, including Executive Director Susan Tunell and Administrative Manager Mica Lam, UBS fosters an entrepreneurial environment where advisors can thrive. Their commitment to excellence is reflected in their extensive industry experience and a focus on driving growth and success for both advisors and clients alike. Generated from the website

Visit our office today located in Pasadena, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.