James Boullion - UBS Financial Services Inc. is a wealth management firm based in Phoenix, AZ. They offer financial planning and beyond, helping clients organize their financial lives to ensure that short-term needs do not overshadow long-term goals. With a focus on liquidity management and a team of experienced professionals, they provide clients with a clear understanding of their financial situation and help them stay focused at each stage of life.
Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, James Boullion - UBS Financial Services Inc. offers investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. They have a global footprint, serving clients in 51 countries, and are committed to guiding their clients through various financial challenges and market opportunities. With a history of resilience and a dedication to their clients' financial goals, they provide a comprehensive approach to wealth management.
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