The Haertel Group Greenwich Wealth Advisors - UBS Financial Services Inc.

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100 W Putnam Ave Ste 2B
Greenwich, CT 06830
+1 (203) 862-2124
https://advisors.ubs.com

The Haertel Group Greenwich Wealth Advisors, a division of UBS Financial Services Inc. located in Greenwich, CT, is led by Lawrence Haertel, a seasoned managing director with nearly 40 years of experience in providing comprehensive investment advice to multigenerational families, individuals, trusts, and nonprofit organizations. With a focus on developing tailored investment strategies and fostering long-term client relationships, Larry and his team of professionals offer quality financial advice and services to help clients confidently pursue their life goals.

Joining forces with Kenneth Mulreed, a Certified Financial Planner professional with over 30 years in the financial services industry, The Haertel Group has grown into an eight-person team dedicated to serving a diverse client base. Specializing in retirement planning, financial planning, asset allocation, and risk management, Ken emphasizes a holistic approach to wealth management while also providing guidance on education, insurance, estate planning, and other financial areas. Together, the team at The Haertel Group is committed to helping clients navigate the complexities of the financial world and achieve their long-term financial objectives.

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