UBS the Slater-Trainor Group

UBS Financial Services in Westfield, NJ, is dedicated to fostering lasting relationships with clients by providing tailored financial strategies that align with their individual goals and aspirations. The firm emphasizes a commitment to quality client service, ensuring that clients receive clear advice and support throughout their financial journey. With a team of experienced professionals, including directors and managers with extensive backgrounds in finance and operations, UBS Financial Services aims to be the primary source of financial advice for its clients. Their approach, known as UBS Wealth Way, focuses on three key dimensions: Liquidity, Longevity, and Legacy, helping clients organize their financial lives effectively. Generated from the website

Family Investors When Family Investors Company was founded in 1960, financial planning was a relatively new and unique idea. It was a concept designed to help investors develop prudent and systematic methods of putting their hard-earned dollars to work. It was an idea that we adopted in 1960, and with refinements, continue to practice today. By customizing investment programs to individual needs and goals, we've helped our clients to realize their financial objectives and we've also developed long-term personal relationships. Our professional staff represents many years of experience in the financial industry. Because our staff applies that experience to each and every client account, we have enjoyed an annual increase in the number of clients we serve. Family Investors Company enjoys the distinction of being the oldest continually operating brokerage firm in central New Jersey with clients now living throughout the country. Family Difference Most, if not all, financial firms provide a multitude of services and products. The choices to the investor are almost endless. And it's no wonder that many potential investors are overwhelmed trying to evaluate and select the right investment program for themselves. Family Investors Company, we offer an approach to financial management that we call the Family Difference: We Listen...We know the right questions to ask. Your answers provide us with in-depth information about your priorities and investment goals. We Advise...We provide our clients with straightforward recommendations. These practical recommendations identify and structure investment strategies that are both realistic and achievable.