Heritage Wealth Partners - UBS Financial Services Inc.

William Avery - UBS Financial Services Inc., located in Farmington Hills, MI, specializes in comprehensive and holistic wealth management services, ensuring personalized financial planning tailored to individual goals and life changes. With over 13 years of experience, Senior Vice President Andrew Bocknek, a Certified Financial Planner, is dedicated to guiding multi-generational clients through complex financial landscapes while also being deeply involved in community service organizations. Recognized for excellence in the financial advisory field, Andrew Bocknek has received multiple accolades from Forbes, including placements in the Best-in-State Wealth Management Teams and America's Top Next-Gen Wealth Advisors. His expertise encompasses qualitative and quantitative research, complex insurance strategies, and municipal bond management, further solidifying his commitment to the financial well-being of his clients. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Detroit, MI area, Wayne Phillips will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Carson Mamo is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Detroit, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.