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Ubs Financial Services Inc

Rochester, NY

We have found contact information containing phone numbers and email addresses for Ubs Financial Services. Ubs Financial Services operates in the Security Broker/Dealer industry and is located at 400 Linden Oaks, Rochester, NY 14625. The company uses products and components, such as Asset Allocation, Asset Management, Diversification, Employee Benefit Plans, and Estate Planning. The company operates in the fields of quality wealth management services and advice.

Company Details

Last Update
Jul 13, 2022
Doing business as
Ubs Financial Service
Location
400 Linden Oaks, Rochester, NY 14625
400 E Linden Ave, East Rochester, NY 14445
Phone
(***) ***-4500
(***) ***-4550
(***) ***-1233
Industry
Security Broker/Dealer
Category
Financial Services
Investment Securities
Specialties
quality wealth management services and advice
Products
Asset Allocation
Asset Management
Diversification
Employee Benefit Plans
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Areas served
Nationwide

Decision Makers

John Halleran
Manager
Theodore Levy
Manager
Michael Stock
Manager
David Resch
Manager

Employees

Stephen Riley
Manager
Sam Messina
Manager, Branch Manager
William Vandenbrul
Manager
Brian Murphy
Manager
Vince Battaglia
Manager
Paul Viel
Manager
Dominick Pullano
Manager
Richard Oaster
Manager
William Lasoskie
Principal, Manager
Mike Abraham
Sales Coordinator

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