USALLIANCE Financial

Our wealth management advisors in TIAA’s White Plains, NY office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The White Plains, NY office is a smaller satellite office, so please call today to schedule an appointment (844) 505-0772.

UBS Financial Services in Purchase, NY, is dedicated to empowering financial advisors through a supportive environment that emphasizes leadership and client service excellence. With over 160 years of experience, the firm provides best-in-class advice and tailored strategies for individuals and families, focusing on building long-term relationships to achieve clients' goals. The leadership team at UBS collaborates closely with its advisors, offering resources that enhance their practices and improve client experiences. This includes extensive training and mentoring, ensuring advisors are equipped to tackle the complexities of wealth management and to position clients for long-term success. Generated from the website

Taylor Gray-UBS Financial Services Inc. is a dedicated team of Financial Advisors committed to helping clients navigate the complexities of today's financial landscape. With over 160 years of collective experience, UBS is recognized as a leading global wealth manager, providing personalized strategies tailored to meet the unique financial needs of diverse clients. Under the leadership of Managing Directors Enrique Stieglitz and Juan Diez de Bonilla, the firm emphasizes long-term relationships and quality client service, leveraging their extensive backgrounds in investment management and client relations. Their approach, UBS Wealth Way, focuses on three key dimensions: Liquidity, Longevity, and Legacy, ensuring comprehensive wealth management for clients' present and future aspirations. Generated from the website