Shannon McAllister - UBS Financial Services Inc.

The Balter-Silberman Group at UBS Financial Services Inc. in Boston, MA, provides customized wealth management strategies tailored to meet the unique needs of individuals and families. With a focus on developing long-term relationships, their mission is to be the primary source of financial advice for clients through a commitment to quality service. The team boasts a diverse range of expertise, with key members having decades of experience in financial planning and investment management. They prioritize understanding clients' goals and values, offering comprehensive solutions to help clients navigate various market conditions and achieve their financial aspirations. Generated from the website

The Balter-Silberman Group at UBS Financial Services Inc. in Boston, MA, is dedicated to providing tailored financial strategies and fostering long-term client relationships. With a commitment to quality service, the team offers diverse expertise in wealth management, ensuring clients receive personalized advice aligned with their financial goals. Led by seasoned professionals with extensive industry experience, including Gérard M. Silberman and Bruce R. Balter, the group prides itself on understanding and meeting the unique needs of clients. The team is fortified by Brittany O'Loughlin and Christine Somers, who enhance the client experience through education and dedicated support throughout the financial planning process. Generated from the website

Visit our office today located in Boston, MA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.