The Bobigan Engros Group - Ubs Financial Services

The Healy Group is a multigenerational team of financial professionals based in New York, NY. Specializing in relationship management and financial planning for high net worth and ultra-high net worth individuals and families, they believe in going beyond just managing a client's assets to establish trust, confidence, and lasting personal relationships. With a comprehensive financial planning process, they provide tailored advice to help clients define and pursue their financial goals at all stages of life. Led by Kristin Anne Healy, a Senior Vice President and Wealth Management Financial Advisor with over 27 years of experience, The Healy Group offers holistic wealth management solutions, addressing areas such as investment management, asset allocation, longevity, and multigenerational family planning. Committed to quality client service, they aim to be the primary source of financial advice for their clients, building long-term relationships based on trust and personalized strategies.Generated from the website

Entrepreneurs Group, based in New York, NY, is a private wealth management firm that specializes in providing total wealth advice and out-of-the-box thinking for exceptional business builders and their families. With a team of experienced entrepreneurs themselves, they offer a deep understanding of the complex opportunities and challenges faced at every stage of personal and business life, from launch to exit and beyond. Through their proprietary planning strategies and the Entrepreneur's Total Wealth Optimization Process (ETOP), Entrepreneurs Group helps entrepreneurs maximize the value of their business, preserve their wealth, and develop comprehensive plans for their lifetime financial goals. With a focus on personalized client service and a commitment to building long-lasting relationships, they aim to simplify their clients' financial lives and guide them through important financial decisions.Generated from the website