George Paul Kanas, CFP, CRPC - Ubs Financial Services

The Meador, Sabia, Bickler Team at UBS Financial Services Inc. in Purchase, NY, specializes in wealth management, drawing upon decades of experience to cater to the unique financial needs of corporate executives, business owners, and high net worth clients. They adopt a comprehensive, planning-based approach focused on lifestyle management, risk management, liability management, and asset management to minimize financial stress and enhance their clients' lives. Generated from the website

Steven Solomon - UBS Financial Services in Purchase, NY offers wealth management services tailored to help clients achieve their life goals. By prioritizing the best interests of clients, the team engages in meaningful conversations to deeply understand individuals, families, and their financial aspirations. Building trust through integrity, prudence, and accessibility is at the core of their client relationships. Steven Solomon, a Senior Vice President of Wealth Management, brings over three decades of experience as a Financial Advisor. He specializes in assisting private investors and small businesses, emphasizing personal connections and community involvement. Recognized for his dedication, Steven has received accolades such as Forbes Best-in-State Wealth Management Teams and membership in the UBS Wealth Management Director’s Council. UBS Wealth Way, the firm’s approach, focuses on organizing financial life into three dimensions: liquidity, longevity, and legacy. This strategy, not a guarantee of financial success, aims to address short-term needs, long-term goals, and future aspirations. Through ongoing support and expert guidance, UBS Financial Services helps clients navigate various market opportunities and challenges, reinforcing their position as a trusted global wealth manager. Generated from the website content