BPS Financial Services

PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and innovative products.With offices in over 100 cities throughout the country, Purshe Kaplan Sterling Investments is an Albany, New York-based firm, which truly has a local presence and a national reach. PKS is a FINRA registered broker/dealer with access to every major Investment Company and hundreds of Variable Annuity products and access to some of the top professional money managers in the country. We partner with investment professionals who represent the best in the industry and now, with over 462 branches across the United States, PKS is recognized by our industry partners, clients and peers as a premier broker-dealer for successful investment executives and financial advisers. When you combine our innovative technology with that supplied by our clearing firm, National Financial Services, LLC., it becomes clear that PKS excels in the four essential elements of securities brokerage: trading, operations, compliance and technology. If you are an investment professional looking for a broker/dealer that fosters an entrepreneurial environment, integrated technology solutions that streamline business and a generous compensation structure, or an investor looking for a commitment to excellence in service and an experienced management team with decades of relevant industry experience, PKS is your best option.

Robert E. Lane, CPWA - UBS Financial Services Inc. is a highly credentialed team of financial advisors based in Albany, NY. With decades of experience, they offer insight-based advice and proactive service to help individuals, families, and businesses meet their financial goals. Their comprehensive approach includes financial planning, estate planning strategies, philanthropy, custom portfolios, asset allocation, and executive compensation. Robert E. Lane, CPWA, the Executive Director, has a wealth of experience in the financial industry, having started his advisory career in 1986. He joined UBS in 2008, attracted by the firm's reputation in wealth management and financial stability. With a focus on meaningful conversations about personal and financial goals, combined with a rigorous planning process, Robert and his team strive to improve financial outcomes for their clients and become valuable and experienced financial advisors for future generations.Generated from the website

Our firm serves a variety of clients, individual, business and not-for-profit. Our partners and professionals are ready to assist you with many areas of your business including: accounting services including audit, review and compilation, bookkeeping and write-up services, financial forecasts and projections, cash flow and budgeting analysis, tax services and IRS representation including estate and trust tax preparation and management advisory services. We strive to use innovative approaches to serving our clients. You are invited to phone us for additional information and to visit our office in Albany, New York, which was established to provide a convenient location and a professional environment with the latest technology. We will be delighted to tell you more about how our certified public accounting firm might be able to help you meet your business and personal financial management needs.