UBS Financial Services Inc. is a leading global wealth management firm providing comprehensive financial planning and investment services to individuals, families, and institutions. Located in Albany, NY, the firm focuses on delivering tailored financial strategies built around each client’s unique goals and needs. UBS is known for its disciplined approach to investment management, underpinned by global research, market expertise, and risk management strategies. The firm’s Albany branch combines global reach with local insight to serve the financial well-being of its community.

UBS offers specialized advice in areas such as retirement planning, estate planning, and education savings, as well as portfolio construction and risk mitigation. Their wealth advisors work closely with clients to build long-term financial plans, leveraging both traditional and alternative investment solutions. UBS also emphasizes sustainable investing, helping clients align their financial goals with personal values. As a socially responsible organization, UBS supports several educational and community-based initiatives both domestically and abroad.

Website: https://local.ubs.com/albany-ny-us/?utm_source=Yext&utm_medium=GMB&utm_campaign=164209&y_source=1_MTg4ODc0MTItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Key Services:

– Comprehensive financial planning
– Investment and wealth management
– Retirement and estate planning
– Education funding strategies
– Risk management solutions
– Sustainable and impact investing
– Portfolio construction and monitoring
– Institutional and corporate financial solutions