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James Lee, AGT - UBS Financial Service

+1 (781) 446-8902
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55 William St Ste 300
Wellesley Hills, MA 02481
+1 (781) 446-8902
https://advisors.ubs.com

James Lee, AGT - UBS Financial Service is a financial services firm based in Wellesley Hills, MA. Specializing in wealth management and investment advisory services, the company assists clients in navigating the complexities of financial planning.

With a focus on personalized strategies and client-centered solutions, James Lee, AGT - UBS Financial Service aims to help individuals and families achieve their financial goals and secure their financial future.

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UBS Financial Services Inc. in Wellesley Hills, MA offers a range of financial services to clients, including investment advice and wealth management solutions. Clients can access the company's website for more information and to explore the services provided. Additionally, UBS Bank USA, also available through the website, offers banking services to clients seeking personalized financial solutions. Both entities aim to assist individuals in achieving their financial goals and managing their assets effectively. Generated from the website

George Licht, AGT - Compass Investment Group

Compass Investment Group, located in Wellesley, MA, offers a highly collaborative approach to financial planning, tailored to the unique goals and challenges of individuals, families, business owners, and non-profit organizations. With over 24 years of experience, their team of dedicated professionals, including George Licht, Jay Bresnehan, and Robert Benoit, provide quality strategies and customized financial plans to help clients navigate through unpredictable financial terrain, reduce the emotional side of investing, and achieve long-term goals. Specializing in fixed income, equity research, and in-depth financial planning, Compass Investment Group utilizes all of UBS's resources to deliver rock solid advice and ensure the independence of their clients throughout their long-term relationship. With a commitment to quality client service and a compassionate approach, they strive to be the primary source of financial advice for individuals and families, helping them protect, grow, and transition their wealth with confidence.Generated from the website

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Adam Rogers - UBS Financial Services Inc. is a wealth management firm located in Wellesley, MA. They provide comprehensive financial planning advice to help individuals prepare for major life changes and achieve their long-term financial goals. With a focus on liquidity management and a global footprint, they offer investment advisory services and brokerage services to clients, backed by the strength of UBS, a world-leading wealth manager with $3.9 trillion in invested assets globally. As a registered investment adviser and broker-dealer, Adam Rogers - UBS Financial Services Inc. offers a range of products and services to clients, including securities trading, brokerage, and futures commission merchant services. They emphasize the importance of understanding their clients' needs and providing tailored solutions, while also highlighting their resilience and leadership in guiding clients through financial challenges and market opportunities for over 160 years.Generated from the website
United States›Massachusetts›Wellesley Hills›James Lee, AGT - UBS Financial Service

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