UBS Financial Service

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299 Park Ave
New York, NY 10017

The Cole Wealth Management Group, part of UBS Financial Services, is dedicated to fostering enduring relationships with successful individuals and families, emphasizing trust and reliability in their wealth management approach. With a legacy spanning three generations, the team prioritizes safeguarding clients' wealth and aspirations while delivering exceptional customer service.

Led by experienced financial advisors, including Howard Cole, Rena Cole, and Steven Perkal, the group specializes in multigenerational wealth advice, retirement income planning, and financial literacy education. Their commitment to understanding clients' unique needs allows them to provide personalized strategies that empower families to confidently pursue their financial goals.

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