Charles Lore, Cfa, CFP, CHFC - Ubs Financial Services

Garrick P. Montenegro CFP - UBS Financial Services is a health insurance company based in New York NY. With a focus on providing tailored financial solutions they offer expert guidance in health insurance planning and investment strategies. Their professional team is dedicated to helping clients navigate their healthcare options and achieve their financial goals. Generated from this place's information

Melinda Abood is a Senior Vice President of Wealth Management at UBS Rockefeller Center, bringing over three decades of experience in personal financial planning, institutional trading, and research. Residing in New York City, she is committed to ethics and education, mentoring student interns each semester. UBS Financial Services Inc. is a leading global wealth manager with a strong history of guiding clients through various market opportunities and financial challenges. Their comprehensive wealth management approach, known as the UBS Wealth Way, focuses on three key dimensions: Liquidity, Longevity, and Legacy, helping clients organize their financial lives and pursue their goals. Generated from the website