Little McLeod Valentine Wealth Management Group - UBS Financial Services Inc.

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1 Post Office Sq # 33
Boston, MA 02109
+1 (617) 261-1149
https://advisors.ubs.com

Little McLeod Valentine Wealth Management Group, a part of UBS Financial Services Inc. in Boston, MA, specializes in providing tailored wealth management solutions for families and individuals. With a focus on understanding client priorities and delivering personalized financial plans, the team has established a strong reputation for integrity and individualized attention, currently managing assets exceeding $400 million.

The group is led by seasoned professionals, including Daniel M. McLaughlin, CFP, and Catherine McLaughlin, CFP, each bringing extensive experience and specialized knowledge to their client relationships. Supported by a dedicated team, they strive to empower clients in confidently pursuing their life goals through comprehensive financial guidance and investment strategies.

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