UBS Financial Service

Visit our office today located in Albany, NY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Maurice Tessier-UBS Financial Services Inc in Albany, NY offers comprehensive wealth management services to clients seeking expert financial guidance. With a focus on personalized strategies, Maurice Tessier-UBS Financial Services Inc assists individuals and businesses in achieving their financial goals through tailored investment solutions. Generated from their website's infomation

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