Jeffrey Scott Rizzo - UBS Financial Services Inc. is a financial advisory firm based in Gainesville, FL. Led by Jeffrey Scott Rizzo, their team offers comprehensive retirement planning services, utilizing a holistic, goals-based approach to help clients make informed decisions about their financial affairs. They work closely with outside advisors, including attorneys, tax professionals, and insurance experts, to provide specialized guidance to individuals, families, and businesses. With a commitment to the highest level of professional service, they offer tailored strategies for complicated financial situations and regularly update clients' plans through face-to-face meetings.
UBS Financial Services Inc., in partnership with Credit Suisse, is a globally recognized financial institution with a history of over 160 years. Their integration with Credit Suisse has strengthened their position in the market, allowing them to guide clients through various financial challenges and market opportunities. With a focus on liquidity management, they provide insights and strategies to help investors navigate changing market conditions. As we enter a new world shaped by the economic and political aftereffects of the global pandemic, UBS Financial Services Inc. is dedicated to helping clients build plans, achieve balance, and maintain discipline in their financial endeavors.
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