Signature Legacy Wealth Advisors - UBS Financial Services Inc.

Signature Legacy Wealth Advisors at UBS Financial Services Inc. in Newport Beach, CA, is dedicated to fostering long-term client relationships through tailored financial advice and quality service. The team believes in the importance of understanding clients' goals and concerns to provide customized wealth management strategies that evolve as their needs change.

Led by industry veterans Douglas Cosgrove and Jon T. Dunavold, the advisors at Signature Legacy Wealth emphasize a holistic approach to financial planning, incorporating liquidity, longevity, and legacy strategies. With a commitment to excellence and community involvement, they aim to be the primary source of financial guidance for their clients.

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