LPL

UBS Financial Services, located in Troy, MI, offers a comprehensive range of wealth management, asset management, and investment banking services tailored for individuals, families, and corporate clients. With a commitment to superior client value, UBS focuses on delivering expert advice and innovative solutions that navigate complex financial landscapes. The firm emphasizes its dedication to sustainability, cybersecurity, and client education, ensuring clients are well-informed and protected against fraudulent activities. UBS aims to stand out in the industry through its expertise, societal contributions, and a work environment that fosters growth and success for clients, shareholders, and employees alike. Generated from the website

Waddell & Reed, based in Troy, MI, is a reputable asset managing company with a rich history dating back to 1937. Specializing in investment planning services, the company has a track record of outperforming competitors by offering personalized plans supported by strong investment products. With a focus on serving both individuals and institutions, Waddell & Reed prides itself on its ability to deliver long-term financial success through tailored strategies. The company's dedication to designing customized plans for each client sets it apart in the industry. Generated from their available business information