Navigator Financial Group - UBS Financial Services Inc.

Cynthia Bassett and her team at UBS Financial Services Inc. in Cleveland, OH, specialize in providing customized wealth management solutions tailored to the unique needs and objectives of their clients. With a focus on building lasting relationships through trust and integrity, they aim to help clients confidently pursue their financial goals across generations.

The team, which includes experienced financial advisors like Connor Haskins and John Egan, emphasizes a comprehensive approach to investment management, utilizing insights from their research departments and a commitment to ongoing client support. Their dedication to understanding clients' complex financial situations allows them to offer innovative strategies that address liquidity, longevity, and legacy planning.

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