Ghigliotti Wealth Management Group - UBS Financial Services Inc. - Portsmouth, New Hampshire

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Ghigliotti Wealth Management Group - UBS Financial Services Inc. – A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning and wealth management solutions, the Ghigliotti Wealth Management Group – UBS Financial Services Inc. presents itself as a dedicated and experienced firm. Located at 40 Congress Street, Portsmouth, NH 03801, this group offers a personalized approach to managing investments, retirement planning, and overall financial well-being. This detailed overview aims to provide potential clients with a thorough understanding of the firm’s services, accessibility, and current standing within the financial landscape.

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About Ghigliotti Wealth Management Group

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The Ghigliotti Wealth Management Group operates as a division of UBS Financial Services Inc., a globally recognized leader in wealth management and investment banking. This affiliation provides the group with access to a vast network of resources, research, and sophisticated investment strategies. However, the group maintains a client-centric philosophy, prioritizing tailored solutions that align with each client’s unique goals and circumstances. Financial consultants within the group work closely with clients to develop and implement strategies encompassing various aspects of their financial lives.

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Services Offered

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The Ghigliotti Wealth Management Group specializes in delivering a wide range of financial services, including:

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• Investment Management: Creating and managing diversified investment portfolios based on risk tolerance, time horizon, and financial objectives.

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• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement, including 401(k) rollovers, IRAs, and pension planning.

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• Estate Planning: Assisting clients in structuring their estates to minimize taxes and ensure the efficient transfer of assets to future generations.

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• Financial Planning: Providing holistic financial planning services, encompassing budgeting, cash flow management, insurance needs analysis, and tax optimization.

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• Wealth Preservation: Implementing strategies to protect and grow wealth across generations.

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They focus on a collaborative approach, frequently working with other professionals such as estate attorneys and tax advisors to provide a full suite of services.

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Location and Accessibility

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The firm’s physical location at 40 Congress Street, Portsmouth, NH 03801, provides a convenient and professional setting for client meetings. Importantly, the office is designed with accessibility in mind:

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• Wheelchair Accessible Entrance: Ensuring easy access for individuals using wheelchairs.

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• Wheelchair Accessible Parking Lot: Offering designated parking spaces for clients with mobility limitations.

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• Wheelchair Accessible Restroom: Providing a fully accessible restroom facility.

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• Restroom: A standard restroom is available for all clients.

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Appointments are recommended to ensure dedicated attention and personalized service. Clients can schedule appointments by calling 34228183. The firm’s website, advisors.ubs.com, offers additional information and resources.

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Client Feedback and Reputation

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Currently, the Ghigliotti Wealth Management Group – UBS Financial Services Inc. has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback. The average opinion is 0/5, reflecting a lack of recent reviews. This does not necessarily imply a negative experience, but rather a potential gap in online reviews. It's recommended to seek out more detailed information through direct communication with the firm or by speaking with current clients.

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Key Contact Information

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• Phone: 34228183

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• Website: advisors.ubs.com

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• Address: 40 Congress Street, Portsmouth, NH 03801

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The Ghigliotti Wealth Management Group – UBS Financial Services Inc. strives to build long-term relationships with its clients based on trust, transparency, and a shared commitment to achieving financial success. Potential clients are encouraged to contact the firm to schedule a consultation and discuss their specific needs.

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"summary": "The Ghigliotti Wealth Management Group – UBS Financial Services Inc. provides comprehensive financial planning and investment management services from its Portsmouth, NH location, prioritizing personalized client relationships and accessibility.",
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