Daniel McKenna - UBS Financial Services Inc.

Visit our office today located in Cleveland, OH. 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.

Hardy Wealth Partners, a division of UBS Financial Services Inc. in Cleveland, OH, is dedicated to assisting entrepreneurs, serial entrepreneurs, and top-level executives in making informed decisions for their businesses and personal financial independence. With a focus on building long-term relationships, their team takes the time to understand clients' goals and challenges, offering customized strategies for retirement income, educational funding, charitable giving, estate planning, and more. Led by Senior Vice President and Wealth Management Financial Advisor, Sean W. Hardy, who brings a wealth of experience and a deep understanding of the needs of entrepreneurs, Hardy Wealth Partners prioritizes enriching the lives of their clients and leaving a lasting impact. Supported by Associate Director and Senior Wealth Strategy Associate, Amy J. Minnier, who brings a unique ability to foster genuine connections, the team is committed to helping clients achieve their dreams and opportunities in both their personal and professional lives.Generated from the website

We can help you embrace your financial future