The Bagtas Group - UBS Financial Services Inc.

The Berkoff Group is a team of experienced financial advisors at UBS Financial Services Inc. in New York, NY, specializing in providing tailored financial planning services to professionals, entrepreneurs, families, and partners of KPMG and PwC. With over 20 years of industry experience, the team offers personalized plans for savings and investment, professional management, and advice on a reduced fee structure, aiming to help clients achieve their short-term desires and long-term goals.

Led by Nathan Berkoff, a Senior Vice President Wealth Management Financial Advisor and CERTIFIED FINANCIAL PLANNER, the Berkoff Group combines their deep understanding of KPMG partner experience with the resources of one of the world's largest wealth managers to build long-lasting relationships with clients. They continuously monitor and adjust financial plans to optimize strategies in response to changing markets, tax laws, and evolving family needs, ensuring clients' financial objectives are met today, tomorrow, and for generations to come.

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