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Kevin Young - UBS Financial Services Inc.

+1 (215) 497-3439
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411 S State St Fl 2
Newtown, PA 18940
+1 (215) 497-3439
https://advisors.ubs.com
Visit our office today located in Newtown, PA. 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.
We can help you embrace your financial future

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Martha Harding - UBS Financial Services Inc.

Martha Harding - UBS Financial Services Inc.

Martha Harding - UBS Financial Services Inc. is a trusted financial advisory firm based in Newtown, PA, dedicated to putting their clients' best interests first. With over 32 years of experience, Martha Harding takes the time to understand each client's individual goals and needs, providing personalized wealth management plans that are suitable for their current and future financial objectives. As a trained investment professional, Martha Harding combines her expertise with a deep understanding of her clients' needs, ensuring they feel confident in their investment decisions. In addition to her commitment to her clients, Martha is an active member of the community, volunteering for organizations such as the American Red Cross, Humane Society, ASPCA, and various local charities.Generated from the website
Richard Rogers - UBS Financial Services Inc.

Richard Rogers - UBS Financial Services Inc.

Richard Rick Rogers is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Newtown, PA. With a strong background in investment management and financial advisory, Richard is dedicated to helping clients navigate the complexities of the market and achieve their financial goals. He is recognized for his expertise and has been named as part of Forbes' Best-in-State Wealth Management Teams in 2023 and 2024. As part of a team of experienced Financial Advisors, Richard Rogers and his colleagues at UBS provide personalized financial advice and guidance to clients. They prioritize liquidity management and offer insights on market outlooks and investment strategies. With a global footprint and a commitment to excellence, UBS Financial Services Inc. is a trusted leader in wealth management, serving clients in over 50 countries and managing trillions of dollars in invested assets.Generated from the website
Karen Robbins, CIMA - UBS Financial Services Inc.

Karen Robbins, CIMA - UBS Financial Services Inc.

Karen Robbins, CIMA - UBS Financial Services Inc. is a highly recognized and respected wealth management firm located in Newtown, PA. Led by Karen Robbins, a Certified Investment Management Analyst, the firm offers tailored financial planning services to help clients achieve their life goals. With a focus on understanding clients' priorities and concerns, Karen Robbins, CIMA works closely with individuals to create a comprehensive plan that aligns with their vision for the future. Recognized for their expertise and commitment to excellence, Karen Robbins, CIMA and her team have received numerous accolades, including being named Forbes America's Top Women Wealth Advisors and Forbes Best-in-State Wealth Advisors. With a strong emphasis on liquidity management and a comprehensive understanding of market trends, Karen Robbins, CIMA and her team provide valuable insights and guidance to help clients navigate the ever-changing financial landscape.Generated from the website
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