Loren Koziol-UBS Financial Services Inc

Visit our office today located in Plano, TX. 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.

UBS is one of the world s leading financial firms that specializes in investment banking and securities. It is one of the largest global wealth and asset managers. With headquarters in Zurich and Basel, Switzerland, the firm operates offices in more than 50 countries and employs a work force of over 80,000 employees. It is the market leader in retail and commercial banking in Switzerland. UBS offers investment management solutions to private, institutional and corporate clients. The firm s investment capabilities include traditional assets, including equities, fixed income and asset allocation, as well as alternative and quantitative investments and real estate. It also provides security products and research in equities, fixed income, rates, foreign exchange, energy and metals. The firm additionally supports a range of cultural, art, music and sports events, such as UEFA EURO 2008, THE PLAYERS Championship and Boston Symphony Orchestra. UBS maintains a location in Addison, Texas.

Generational Private Wealth Partners, based in Plano, TX, is a renowned global leader in private wealth management, specializing in assisting clients in creating a lasting legacy for future generations. Their team of seasoned financial advisors and wealth strategy associates collaborates closely with clients to develop personalized legacy plans that align with their values, people, and causes, emphasizing relationship-building and tailored solutions to help clients achieve their financial objectives and establish a multi-generational legacy. Generated from the website