Michael Abraham, CFP - Ubs Financial Services

UBS Institutional Consulting in Upstate New York offers a comprehensive platform of corporate services and solutions tailored to meet the unique needs of organizations. With a focus on understanding leadership, employees, and culture, they provide customized benefits plans designed to contribute to long-term success. The team, led by experienced professionals like Michael T. Valenti and Samantha Maley, brings decades of investment experience and a commitment to quality client service. Their approach emphasizes building lasting relationships and delivering sophisticated investment management solutions for both institutional clients and high-net-worth individuals. Generated from the website

Frank Sorge - UBS Financial Services Inc. is a wealth management firm located in Rochester, NY. Frank Sorge, a Financial Advisor with The Rochester Group of UBS, takes pride in working with a team that has the knowledge and experience to take an individual approach to each client's situation. Outside of work, Frank enjoys travel, cooking, and spending time with family. With a comprehensive range of services including lending, financial planning, estate planning strategies, philanthropy, exit planning, and custom portfolios, Frank Sorge and his team at UBS provide personalized advice to diverse clients, including business owners and corporate executives. They are committed to understanding the global marketplace and leveraging the resources of UBS to help clients achieve their financial goals.Generated from the website