Phoenix Investment Partners

The Phoenix Companies, with a history dating back to 1851, provides life insurance, annuities and asset management products for the accumulation, preservation and transfer of wealth. Its advisors and financial service firms provide its products and services to affluent and high-net-worth individuals and to institutions. Phoenix is a publicly traded company listed on the New York Stock Exchange under the symbol PNX. The Phoenix Companies has two principal operating subsidiaries, Phoenix Life Insurance Company and Phoenix Investment Partners. The company also offers private placement insurance products through Philadelphia Financial Group, a wholly owned subsidiary. Phoenix s corporate office is in Hartford, Conn.

Visit our office today located in Hartford, CT. 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.

William Greco, AGT - UBS Financial Services, located in Hartford, CT, is led by Managing Director William J. Greco, who is recognized as an industry leader in wealth management. The firm emphasizes building lasting relationships by understanding clients' priorities and concerns, aiming to help them confidently pursue their life goals. With numerous accolades, including multiple listings in Barron's and Forbes rankings, the firm showcases its commitment to excellence in financial advising. Their approach, known as UBS Wealth Way, focuses on organizing clients' financial lives into three key dimensions: Liquidity, Longevity, and Legacy, ensuring comprehensive financial planning for both short-term and long-term needs. Generated from the website