Douglas Graham - UBS Financial Services Inc. - Melville, New York

For individuals and families seeking comprehensive financial guidance, Douglas Graham – UBS Financial Services Inc. presents a dedicated resource. Located at 58 S Service Rd Suite 310, Melville, NY 11747, United States, Mr. Graham offers a personalized approach to wealth management, combining decades of experience with the global reach and resources of UBS. His phone number is 631-420-6470, and his website, advisors.ubs.com, provides further details about his services and qualifications.

About Douglas Graham – UBS Financial Services Inc.

Douglas Graham’s practice at UBS Financial Services Inc. is built on a foundation of trust and a deep understanding of his clients’ unique financial circumstances. He specializes in providing tailored financial consulting and financial planning services, assisting clients with a wide range of objectives, including retirement planning, investment management, estate planning, and tax optimization. Mr. Graham’s approach centers around developing long-term relationships, prioritizing client needs, and proactively adapting strategies to changing market conditions and personal life events.

Specialties and Services

• Investment Management: Mr. Graham’s expertise extends to creating and managing diversified investment portfolios designed to align with individual risk tolerance and financial goals. He utilizes a disciplined approach, incorporating both domestic and international equities, fixed income securities, and alternative investments.
• Retirement Planning: He assists clients in developing comprehensive retirement strategies, considering factors such as income needs, healthcare costs, and legacy planning.
• Estate Planning: Recognizing the importance of transferring wealth efficiently and effectively, Mr. Graham collaborates with estate planning attorneys to help clients create wills, trusts, and other estate planning documents.
• Tax Planning: He works with tax professionals to identify opportunities for tax-efficient investing and wealth management.
• Financial Planning for Special Needs: Douglas Graham possesses experience in helping families navigate the complexities of financial planning for individuals with special needs.

Location and Accessibility

The office is strategically located in Melville, New York, a convenient location for clients in the Long Island area. Accessibility is a priority, and the office features:

• Wheelchair-Accessible Car Park: Ensuring ease of access for clients who require it.
• Wheelchair-Accessible Entrance: Providing a seamless entry experience.
• Wheelchair-Accessible Toilet: Meeting the needs of all clients.
• Restroom: A comfortable and readily available restroom facility.

Client Feedback and Reputation

Currently, Douglas Graham – UBS Financial Services Inc. has 0 reviews on Google My Business, reflecting a nascent stage in establishing a significant online presence. The average opinion is 0/5, indicating a need for increased client testimonials and engagement. However, this does not detract from the value and expertise Mr. Graham provides to his clients. His focus remains on delivering exceptional, personalized service and achieving superior financial outcomes.

Key Information and Recommendations

Clients are strongly encouraged to schedule an appointment to discuss their financial goals and objectives in detail. This allows Mr. Graham to gain a thorough understanding of their situation and develop a customized plan. He believes in a proactive and communicative approach, keeping clients informed of market developments and portfolio performance. His dedication to ongoing support and guidance distinguishes him as a trusted advisor. Potential clients are advised to contact him directly at 631-420-6470 to arrange a consultation. The firm is committed to upholding the highest standards of ethical conduct and regulatory compliance, operating under the auspices of UBS Financial Services Inc., a globally recognized leader in wealth management.

Contacting Douglas Graham: Reaching Mr. Graham is straightforward. The phone number is listed above, and his website offers further contact information and details regarding his qualifications and experience. Clients can also initiate contact through the UBS Financial Services website. He prioritizes responsiveness and strives to accommodate client schedules efficiently.

Further Considerations: When engaging with Douglas Graham, it’s beneficial to prepare a list of your financial goals, current assets, and any specific concerns you may have. This will facilitate a productive discussion and enable him to develop a tailored strategy. He is committed to providing transparent and objective advice, always acting in the best interests of his clients. His experience combined with the resources of UBS offers a powerful combination for achieving long-term financial success.

In conclusion, Douglas Graham – UBS Financial Services Inc. represents a valuable resource for individuals seeking professional financial planning and investment management services. While currently lacking substantial online reviews, his reputation for personalized service and expertise speaks for itself. A direct consultation is highly recommended to explore the possibilities of achieving your financial aspirations.

Disclaimer: Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.