Financial Planning Services available to Regeneron Employees - UBS Financial Services Inc.

UBS Financial Services Inc. is a global leader in wealth management, offering personalized financial planning and wealth management services to clients worldwide. With a focus on thoughtful financial planning and a comprehensive approach to wealth management, UBS guides clients through major life events and helps them preserve and pass on their wealth. Backed by the strength of UBS, a world-leading wealth manager with $3.9 trillion in invested assets globally, UBS Financial Services Inc. delivers excellence and expertise to turn clients' financial visions into reality. As an SEC-registered investment adviser and broker-dealer, UBS Financial Services Inc. provides investment advisory services and brokerage services that are separate and distinct, governed by different laws and arrangements. With a global footprint spanning 51 countries, UBS is committed to understanding what wealth means for each client and crafting financial advice that aligns with their individual needs and goals. With a long history of resilience and leadership in the industry, UBS Financial Services Inc. is dedicated to helping clients navigate financial challenges and seize market opportunities.Generated from the website

John McGrath - UBS Financial Services Inc. is a dedicated wealth management firm based in New York, NY. With over 28 years of experience in the financial industry, John McGrath and his team provide quality strategies customized to their clients' needs. They offer a planning-based approach, assisting with estate planning, creating personalized investment portfolios, and working with other advisors to ensure a coordinated and efficient process in pursuit of their clients' financial and legacy objectives. John McGrath and Lisa Angeline, an experienced Investment Associate, have worked together for over 14 years to identify and implement strategies that help their clients realize their financial goals. With a focus on wealth management, multi-generational planning, estate planning, and personalized investment portfolios, they strive to be their clients' primary source of financial advice. Their commitment to quality client service and long-term relationships sets them apart in the industry.Generated from the website

Visit our office today located in New York, NY. 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.