The CG Wealth Management Group - Ubs Financial Services

Visit our office today located in Coral Gables, FL. 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.

LaPadula Carlson Co. is a full-service independent public accounting and consulting firm with over 50 years of experience. Founded by Dan LaPadula, the firm emphasizes providing personalized services at competitive rates, with a focus on valuing their clients as the most important asset. The company boasts a team of certified public accountants and consultants dedicated to exceeding client expectations. Their offerings include assurance services, tax planning, small business services, and forensic support, alongside a commitment to professional growth and development for their personnel. Generated from the website

UBS AG is a prominent financial services firm that focuses on wealth management, asset management, and investment banking, serving distinguished investors and institutions globally. With a commitment to delivering tailored advice and innovative investment solutions, UBS strives to create superior value and stand out in the industry through its expertise and execution. The firm is dedicated to understanding the evolving landscape of wealth, particularly the trends influencing wealth in the U.S. and worldwide. UBS emphasizes the importance of cybersecurity and client protection, especially in the context of its recent integration with Credit Suisse, while actively providing insights and resources to guide clients through financial complexities. Generated from the website