The Poppo Group-UBS Financial Services Inc

Kahner Segal Partners, a division of Benjamin Segal-UBS Financial Services Inc in New York, NY, offers boutique solutions and private wealth management expertise. With over 50 years of combined investment experience, their team provides individualized financial advice tailored to each client's unique situation, managing and advising on both sides of the balance sheet. They offer customized investment solutions, strategic borrowing, and comprehensive wealth management services, leveraging UBS's global network of resources and intellectual capital. Additionally, Kahner Segal Partners provides tailored family office services, guiding families in aligning their investment management and planning. They also specialize in advising founders and business owners, corporate executives, and athletes and entertainers, helping them navigate their specific financial challenges and opportunities. With a focus on building enduring relationships, they offer a range of services including portfolio management, risk management, asset allocation, and comprehensive trust and estate planning.Generated from the website

Razzetti Group - UBS Financial Services Inc. is a reputable financial advisory firm based in New York, NY. With over 22 years of experience, Douglas Razzetti, a First Vice President and Wealth Management Financial Advisor, leads the Razzetti Group in providing quality strategies customized to clients' needs. The team focuses on developing long-term relationships through a commitment to quality client service, offering financial planning and beyond to help clients achieve their short-term needs and long-term goals. Mary Veronko, a Senior Client Associate, brings her expertise to the team after a 16-year tenure at Merrill Lynch. She assists clients with online account access, new account opening, and transfers for investment, retirement, estate accounts, and annuities. Mary holds a B.A. degree in Finance from Dowling College and an M.B.A. in Economics from St. John's University, and she is currently studying for her CRPC Chartered Retirement Planning Counselor designation.Generated from the website

The Greenspan Wealth Management Group at UBS Financial Services in New York, NY, is dedicated to providing tailored financial solutions for a diverse clientele, emphasizing a collaborative approach to wealth management. Led by Richard Greenspan, the team combines extensive experience and specialized expertise to navigate the complexities of financial planning and investment strategies. With a commitment to exceeding client expectations, the group features professionals like Raymond Donnelly III and Harris Grodin, who bring their unique qualifications and backgrounds to the table. Their focus on personalized service is complemented by active involvement in philanthropic efforts, reflecting their dedication to making a positive impact both financially and within the community. Generated from the website