UBS Financial Services Inc. in Rochester, NY is a trusted financial advisory firm specializing in providing quality strategies customized to the needs of affluent individuals. With over 30 years of experience in the financial services industry, their team of experts, led by Managing Director Steven Shemirani, is dedicated to helping clients achieve their overall financial goals and dreams. They offer a comprehensive range of services, including wealth management, investment advice, and insurance solutions, all tailored to meet the unique needs of each client.
Located at 400 Linden Oaks in Rochester, NY, UBS Financial Services Inc. is committed to delivering exceptional client service and building long-term relationships. Their team, which includes Vice President Jeff Rocca and Client Associates Victoria Montemorano and Lisa Harrington, is highly knowledgeable and holds various securities licenses and accreditations. Whether clients are planning for their short-term needs or future generations, UBS Financial Services Inc. provides a structured approach to help clients stay focused at each stage of life.
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