Roy/Thompson/Ghara Wealth Management Group - UBS Financial Services Inc. - New York

Introduction to Roy/Thompson/Ghara Wealth Management Group - UBS Financial Services Inc.

Within the bustling financial landscape of New York City, the Roy/Thompson/Ghara Wealth Management Group, operating under the prestigious banner of UBS Financial Services Inc., stands as a notable entity offering specialized financial guidance. This group is dedicated to providing tailored financial solutions for individuals seeking to navigate their path toward achieving financial security and growth.

Location and Accessibility

Positioned in the heart of New York's financial district, the Roy/Thompson/Ghara Wealth Management Group is located at 299 Park Avenue, New York, NY 10171. This prestigious address places them within the core of Manhattan's corporate and financial activity, offering unparalleled access for clients and business associates alike. The facility features a wheelchair accessible entrance and an wheelchair accessible restroom, alongside a standard restroom, ensuring that the venue is welcoming and accommodating for all individuals visiting for appointments or consultations.

Services Offered

The expertise of the Roy/Thompson/Ghara Wealth Management Group centers around two core specialties: acting as a financial consultant and providing comprehensive financial planning. As financial consultants, they offer personalized advice on investment strategies, asset allocation, and risk management, tailored to the unique goals and risk tolerance of each client. Their role as financial planners extends beyond investment advice, encompassing long-term wealth strategies, retirement planning, tax efficiency, and succession planning, creating holistic financial roadmaps for their clients' future.

Key Features of Their Approach

Personalized Service: The group emphasizes a client-centric approach, recognizing that each individual's financial situation is unique. This focus allows for bespoke solutions rather than a one-size-fits-all strategy.

Prestigious Affiliation: Operating under the umbrella of UBS Financial Services Inc., a globally recognized financial institution, clients benefit from the backing of extensive resources, international market insights, and a reputation built over decades.

Dedicated Financial Advisory: Clients seeking a dedicated financial advisor or planner find a committed team ready to offer ongoing support and adjustments to their financial plan as life circumstances and market conditions evolve.

Information for Prospective Clients

For those seeking professional financial guidance, the Roy/Thompson/Ghara Wealth Management Group presents a compelling option, particularly for individuals with substantial financial assets or complex financial needs. Prospective clients are encouraged to reach out via telephone or by visiting their office to schedule an initial consultation. The phone number provided, 212-309-3145, facilitates direct communication to explore potential services and determine if their expertise aligns with the client's financial objectives. Given the location and the nature of the services offered, this group is particularly well-suited for affluent individuals, business owners, and high-net-worth clients looking for sophisticated wealth management solutions in the vibrant economic hub of New York City.

Reputation and Client Feedback

Currently, the Roy/Thompson/Ghara Wealth Management Group maintains a digital presence with limited online visibility regarding client testimonials. Specifically, their listing on Google My Business reflects a current absence of reviews, and consequently, the average rating stands at 0/5. While an average rating of zero indicates a lack of public feedback, this could be due to a recent launch, a niche client base that prefers private feedback channels, or simply a lack of online engagement for the practice. It is prudent for potential clients to consider that an absence of reviews does not inherently signify subpar service; it may simply reflect the group's operational style or client confidentiality preferences. Engaging directly through scheduled consultations remains the most reliable method to gauge the quality of service before committing to ongoing financial relationships.

Conclusion

In conclusion, the Roy/Thompson/Ghara Wealth Management Group, part of the established UBS Financial Services Inc., offers specialized financial consulting and planning services from a conveniently located and accessible office in New York City. While direct client reviews are not readily available online, the team's expertise, affiliation with a global financial powerhouse, and commitment to personalized service position them as a serious consideration for individuals seeking professional guidance to manage and grow their wealth effectively in today's complex financial environment.