Lighthouse Financial Group - UBS Financial Services Inc.
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Lighthouse Financial Group - UBS Financial Services Inc. in Portland, ME, offers personalized financial planning and wealth management services, guiding clients through significant life events while helping them preserve and transfer their wealth. Led by Senior Vice President Durell Buzzini, the firm employs a consultative approach to understand clients' core values and objectives, ensuring tailored financial strategies that connect their aspirations with their financial resources.
With a strong focus on community involvement and a holistic perspective on financial wellness, Buzzini draws on his extensive background in education to communicate complex concepts effectively. The firm manages over $400 million in client assets and emphasizes a comprehensive strategy known as UBS Wealth Way, which addresses liquidity, longevity, and legacy in financial planning.
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