Executive Wealth Consulting Partners - Ubs Financial Services

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1 State St
Hartford, CT 06103
+1 (860) 727-4649
https://advisors.ubs.com

William Greco, AGT - UBS Financial Services, located in Hartford, CT, is led by Managing Director William J. Greco, who is recognized as an industry leader in wealth management. The firm emphasizes building lasting relationships by understanding clients' priorities and concerns, aiming to help them confidently pursue their life goals.

With numerous accolades, including multiple listings in Barron's and Forbes rankings, the firm showcases its commitment to excellence in financial advising. Their approach, known as UBS Wealth Way, focuses on organizing clients' financial lives into three key dimensions: Liquidity, Longevity, and Legacy, ensuring comprehensive financial planning for both short-term and long-term needs.

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