Chris Kennedy is a Licensed Financial Representative with Primerica serving PHOENIX and its surrounding areas.
The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Phoenix is here for you, serving Scottsdale and the surrounding area. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
At Quality Financial Group, LLC, we understand the everyday challenges of managing a business. Under the leadership of Frank Mosier, an Insurance Broker with over 20 years of experience, our team is dedicated to being your trusted insurance partner. We aim to ensure that your insurance needs are current and that you have the appropriate coverage for both your business and personal assets.
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UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in Phoenix.
