UBS Financial Services

1217 Woodward Ave Ste 1201
Detroit, MI 48226

UBS Financial Services, with its Grand Rapids, MI branch, is committed to establishing lasting relationships by prioritizing clients' financial goals and concerns. The firm leverages over 160 years of experience in wealth management, empowering its top-tier advisors to provide best-in-class advice and solutions tailored to the unique needs of individuals and families.

Led by Executive Director Jeffrey Catlin, who brings over thirty years of industry experience, UBS focuses on developing personalized financial strategies through its distinctive UBS Wealth Way approach, which encompasses Liquidity, Longevity, and Legacy. By fostering a collaborative environment, UBS aims to be a primary source of financial guidance for its clients, helping them confidently navigate their financial futures.

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Wells Fargo Advisors

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
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