Research Financial Group

Susan Halpern, Vice President and Wealth Advisor at UBS Financial Services Inc in Rochester, NY, offers comprehensive wealth management services to clients. With a focus on personalized financial strategies, Susan Halpern helps individuals and families achieve their financial goals through expert guidance and tailored solutions. Generated from their website's infomation

UBS Financial Services Inc. in Rochester, NY is a global leader in wealth management, providing quality strategies customized to clients' needs. With a collaborative approach, their team of experienced professionals, led by Jennifer Peterson, Senior Vice President Wealth Management Financial Advisor, focuses on developing long-term relationships and delivering personalized investment planning services to help clients connect their wealth to their values. Supported by the strength of UBS, a world-leading wealth manager, UBS Financial Services Inc. offers integrated wealth management and planning services to individuals, families, and businesses. Their client service model is built on integrity, objective advice, attention to detail, and an unwavering concern for the wellbeing of their clients.Generated from the website