Jonathan Modiano - UBS Financial Services Inc.

Succession Wealth Partners, a division of UBS Financial Services Inc., is dedicated to providing comprehensive financial advice and services with a team boasting over 80 years of collective experience. Their approach emphasizes quality relationships, insightful guidance, and a commitment to helping clients achieve their financial and life goals across generations.

Specializing in areas such as business transition planning and retirement services, Succession Wealth Partners aims to address the unique challenges faced by both individuals and business owners. Through a collaborative and personalized strategy, they facilitate effective communication and planning for a prosperous future.

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