Kale, Frank G Agt

James Gleason, AGT - C O UBS Financial Services Inc, located in Rockland, MA, is a leading global wealth management firm that specializes in providing tailored financial advice and investment solutions to individuals, families, and businesses. The firm offers a comprehensive range of services, including wealth planning, investment management, and banking solutions, designed to meet the diverse needs of its clients. With a focus on sustainable and inclusive investing, UBS Financial Services aims to connect people for a better world while driving change in the financial landscape. Their team of experienced financial advisors is dedicated to understanding clients' unique circumstances and helping them navigate the complexities of wealth management. Generated from the website

Anchor Wealth Management at UBS Financial Services Inc. is dedicated to building enduring client relationships by understanding individual priorities and financial goals. The experienced team of financial advisors, including Daniel H. White and Christopher K. Hicks, specializes in crafting tailored investment strategies and comprehensive wealth management solutions. With a focus on both individual and corporate retirement planning, the team includes skilled advisors like Roger Feldman, who guides business owners through succession planning, and seasoned client associates like Bonita J. Rodriguez and Laura R. Michael, ensuring top-quality client service. Their commitment to financial education and personal care defines their holistic approach to wealth management. Generated from the website