Leonard Dedo-UBS Financial Services Inc

Millennium Wealth Management Partners, located in Northbrook, IL, is a trusted financial advisory firm that focuses on providing personalized strategies and investment management services to help clients achieve their financial goals. With a team of experienced professionals, Millennium Wealth Management Partners offers comprehensive solutions and tailored financial processes to align clients' assets with their values, ensuring confidence in their financial future. As a part of UBS Financial Services, Millennium Wealth Management Partners has access to the global platforms and expertise of UBS's experts in Wealth Management, Asset Management, and Private and Investment Banks, allowing them to provide clients with deep resources and a holistic approach to financial planning and wealth management.Generated from the website

Naples Northbrook Wealth Management is dedicated to fostering lasting relationships by understanding clients' priorities and concerns. The firm's mission is to provide tailored financial strategies while serving as a primary source of financial advice through a commitment to exceptional client service. With a team of experienced financial advisors, Naples Northbrook Wealth Management specializes in asset preservation, risk management, and custom wealth management solutions. Their approach emphasizes long-term relationships and a deep understanding of clients' unique financial needs and goals. Generated from the website

Naples Northbrook Wealth Management, part of Cima-UBS Financial Services Inc, emphasizes building lasting relationships with clients by understanding their priorities and tailoring financial strategies to meet individual needs. They strive to be the primary source of financial advice for their clients, focusing on quality service and long-term partnerships. The team, comprising experienced financial advisors such as Terry Dean, Betsy Nelson, and Teri Conklin, brings a wealth of knowledge and expertise to the table, specializing in asset preservation, retirement income strategies, and managing complex wealth. Each advisor is dedicated to providing personalized service, ensuring that clients feel supported and informed about their financial futures. Generated from the website