James Merkley, CFP - UBS Financial Services Inc. is a wealth management firm based in Rochester, NY. With over 17 years of experience, their team specializes in working with affluent individuals and family businesses, providing comprehensive wealth management strategies to help clients achieve their financial goals. They also offer investment consulting services for corporate retirement plans.
Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, James Merkley, CFP - UBS Financial Services Inc. is committed to understanding what wealth means for their clients. They provide finely crafted financial advice tailored to each client's needs, helping them pursue their long-term goals while staying focused at each stage of life.
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