Neil Conway - UBS Financial Services Inc.

We can help you embrace your financial future

We can help you embrace your financial future

The Stoka Financial Group - UBS Financial Services Inc. in Brookfield, WI, is led by Bruce Gerard Lanser, a seasoned financial advisor with over 30 years of experience in corporate retirement planning. The group specializes in customized retirement plan design, optimizing investment consulting, and providing fiduciary guidance to help plan sponsors effectively manage employee retirement plans. In addition to delivering strategic insights and results, the firm is committed to community involvement, with Bruce serving as Chairman of the Investments Committee of Junior Achievement of Wisconsin. The Stoka Financial Group also emphasizes financial wellness education for employees, ensuring that organizations meet their fiduciary and regulatory obligations while enhancing participant success. Generated from the website