Shipp Financial Services

Robert E. Lane, CPWA - UBS Financial Services Inc. is a highly credentialed team of financial advisors based in Albany, NY. With decades of experience, they offer insight-based advice and proactive service to help individuals, families, and businesses meet their financial goals. Their comprehensive approach includes financial planning, estate planning strategies, philanthropy, custom portfolios, asset allocation, and executive compensation. Robert E. Lane, CPWA, the Executive Director, has a wealth of experience in the financial industry, having started his advisory career in 1986. He joined UBS in 2008, attracted by the firm's reputation in wealth management and financial stability. With a focus on meaningful conversations about personal and financial goals, combined with a rigorous planning process, Robert and his team strive to improve financial outcomes for their clients and become valuable and experienced financial advisors for future generations.Generated from the website

The advisor listed is an Ameriprise financial advisor in Albany. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions we'll ask to better understand you, your goals and your dreams. We may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and we're committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.We're here to help you live the life you've earned. When you have the right advisor, life can be brilliant.