Walsh, John Agt

New York Life Insurance Company located in Washington DC is a prominent health insurance provider known for its commitment to customer care and financial stability. With a strong presence in the insurance market the company offers a range of health plans designed to meet the diverse needs of individuals and families. Their dedicated team is focused on providing quality service and support to ensure peace of mind for their clients. Generated from this place's information

Robert Allred, CFP, CPWA, is a Managing Director and Wealth Management Financial Advisor at UBS Financial Services Inc. in Washington, DC. With a focus on personalized wealth management, he emphasizes building lasting relationships through understanding clients' priorities and aspirations. Having joined UBS in 1998 and becoming a Financial Advisor in 2000, Allred is recognized as a CERTIFIED FINANCIAL PLANNER and a Certified Private Wealth Advisor, specializing in advising High Net Worth and Ultra High Net Worth clients. His extensive training covers various aspects of financial planning, ensuring tailored strategies that align with clients' life goals. Generated from the website

Qazi, Martin & Associates at UBS Financial Services in Washington, DC, provides comprehensive family wealth management solutions tailored for high-level executives and successful entrepreneurs. Their mission is to help clients create custom plans that ensure the preservation of their hard-earned legacies for future generations. With a focus on retirement confidence and financial planning, the team utilizes the UBS Wealth Way approach, which emphasizes three key dimensions: Liquidity, Longevity, and Legacy. Led by First Vice President Albert Shih, who brings expertise from his background in economics and human complex systems, the firm is dedicated to guiding clients through financial opportunities and challenges. Generated from the website