Shannon Toner-UBS Financial Services Inc

UBS Financial Services, located on Franklin Street in Boston, is a branch office owned and operated by its parent company, UBS Financial Services. UBS is a global financial services firm, whose clients include affluent individuals, corporations, institutions and governments. The company offers a range of financial services, including financial planning, retirement planning, estate planning, investment solutions, lending services and business retirement benefit planning. UBS maintains a presence in all major financial centers worldwide. It has more than 1,500 offices in 50 countries, with 39% of its employees working in the Americas, 38% in Switzerland, 16% in Europe and 7% in the Asia Pacific time zone.

Bjorn Koch at UBS Financial Services Inc. in Boston, MA, specializes in wealth management, focusing on a personalized approach that integrates strategies of liquidity, longevity, and legacy to assist clients in achieving their financial goals. With an emphasis on addressing each client's unique life dimensions, the firm aims to help organize their financial lives and create a meaningful impact through innovative solutions. UBS Wealth Way offers a structured method to explore wealth management needs, recognizing that all investments carry risks, including the potential for loss. The firm's dedicated team also provides guidance in philanthropy and workplace wealth solutions, empowering individuals to make informed financial decisions and cultivate healthy financial habits. Generated from the website

Visit our office today located in Boston, MA. 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.