EastRock Wealth Management - UBS Financial Services Inc.

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265 Church St Ste 1102
New Haven, CT 06510
+1 (203) 498-3308
https://advisors.ubs.com

EastRock Wealth Management, part of UBS Financial Services Inc., is located in New Haven, CT, and focuses on organizing clients' financial lives to align short-term needs with long-term goals. Their mission is to provide customized strategies and high-quality client service while developing long-term relationships with their clients.

The team includes experienced financial advisors, such as Marc Ciociola and James Dorney, both holding the Chartered Retirement Plan Specialist designation, as well as Senior Client Associate Janet Berry, who brings over 24 years of client service expertise. Together, they specialize in comprehensive investment strategies and tailored solutions for high-net-worth individuals and corporate clients.

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