Soundview Capital

UBS Financial Services Inc. in New Haven, CT, is dedicated to providing customized wealth management strategies tailored to meet individual client needs. The firm emphasizes the importance of building lasting relationships through attentive listening and understanding of clients' priorities and concerns. Led by experienced professionals like Executive Director Gabe D'Amica and Client Associate Julie West, the New Haven branch focuses on delivering quality financial advice and exceptional client service. With over 25 years of industry experience, the team is committed to helping clients confidently pursue their financial goals and aspirations. Generated from the website

Justin Vescovi - Wilmington Advisors @ M&T in New Haven, CT, offers financial advisory services to individuals and businesses. Specializing in wealth management and investment strategies, the company aims to help clients achieve their financial goals. With a team of experienced advisors, Justin Vescovi - Wilmington Advisors @ M&T provides personalized financial planning services tailored to each client's unique needs. By offering comprehensive financial guidance, the company strives to empower clients to make informed decisions about their financial future. Generated from their business information

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. Generated from the website