UBS Financial Service
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UBS Financial Services in Grand Rapids, MI, is dedicated to fostering lasting relationships by prioritizing clients' needs and goals. With over 160 years of experience and a commitment to best-in-class advice, UBS empowers its financial advisors to provide customized wealth management strategies aimed at achieving clients' financial aspirations.
Led by Executive Director Jeffrey Catlin, who has over thirty years of experience in wealth management, UBS promotes a comprehensive investment approach known as UBS Wealth Way. This strategy focuses on key dimensions such as liquidity, longevity, and legacy, addressing both immediate financial requirements and long-term objectives for its clients.
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