Edward Jones

Visit our office today located in Warren, NJ. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

UBS Financial Services in Warren, NJ, is dedicated to providing tailored wealth management strategies that inspire confidence and foster long-term relationships with clients. Their experienced team, including Senior Vice Presidents Angus Miller and Peter Berzins, specializes in personalized financial planning, portfolio customization, and advising on philanthropic strategies for a diverse clientele, including corporate executives and nonprofit organizations. With a commitment to quality client service, UBS Financial Services emphasizes understanding each client's unique priorities and concerns. Their comprehensive approach includes strategies for liability management, concentrated stock diversification, and fixed income markets, ensuring that clients receive the attention and expertise necessary to achieve their financial goals. Generated from the website

Welcome to Merrill Lynch in Westfield, NJ. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.