Bridgid Kelly - UBS Financial Services Inc. - Chicago, Illinois

Bridgid Kelly – UBS Financial Services Inc. – A Comprehensive Overview

For individuals and families seeking comprehensive financial consulting and financial planning services, Bridgid Kelly at UBS Financial Services Inc. presents a compelling option. Located in the heart of Chicago at One N Wacker Dr, IL 60606, United States, Ms. Kelly offers personalized guidance to help clients achieve their long-term financial goals. With a dedication to client success and a deep understanding of the complexities of the financial landscape, Bridgid Kelly is a valuable resource for those navigating investments, retirement planning, and wealth management.

UBS Financial Services Inc., a globally recognized firm, provides a robust platform for Ms. Kelly’s expertise. UBS’s resources allow her to offer a wide array of services, including portfolio management, estate planning, tax optimization, and insurance strategies. This combination of local, personalized service and global investment capabilities is a significant advantage for her clients.

Location and Accessibility: Ms. Kelly’s office is situated in a prominent location at One N Wacker Dr, Chicago, IL 60606. This address offers convenient access to the city’s business district and surrounding areas. Notably, the firm has invested in ensuring accessibility for all clients. The office features a wheelchair-accessible entrance and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity and accommodating diverse needs. This consideration is crucial for clients of all abilities, highlighting a practical and thoughtful approach to service delivery.

Specializations and Services: Bridgid Kelly specializes in providing tailored financial consulting and financial planning solutions. Her services are designed to encompass a broad range of financial needs, including:

• Investment Management: Creating and managing diversified investment portfolios aligned with client risk tolerance and financial objectives.
• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement, considering factors like income needs, healthcare costs, and legacy planning.
• Estate Planning: Assisting clients in structuring their assets and affairs to minimize estate taxes and ensure their wishes are honored.
• Tax Optimization: Identifying opportunities to reduce tax liabilities through strategic planning and investment choices.
• Insurance Planning: Evaluating and recommending appropriate insurance coverage to protect clients and their families.

Client Testimonials and Reputation: Currently, Bridgid Kelly’s profile on Google My Business has 0 reviews. This signifies a relatively new or emerging profile, suggesting limited publicly available feedback at this time. The average opinion is 0/5, indicating a lack of established reviews. However, this does not necessarily reflect the quality of her services; rather, it highlights the need for clients to actively share their experiences and contribute to the online reputation. UBS, as a whole, maintains a strong reputation for integrity and client service, which provides a foundation of trust for Ms. Kelly’s operations.

Contact Information: Clients can easily connect with Bridgid Kelly through the following channels:

• Phone: 3125254566
• Website: advisors.ubs.com

Website Details: The UBS Advisors website provides detailed information about Bridgid Kelly’s background, qualifications, and investment philosophy. It also offers access to market research, portfolio analysis tools, and educational resources. The website’s URL – advisors.ubs.com – is a central hub for prospective clients to learn more and schedule a consultation.

Key Considerations for Potential Clients: When considering Bridgid Kelly’s services, potential clients should prioritize the following:

• Experience and Qualifications: Verify Ms. Kelly’s credentials and professional history through the UBS website and regulatory databases.
• Investment Philosophy: Understand her investment approach and ensure it aligns with your own risk tolerance and financial goals.
• Client Service Approach: Schedule a consultation to discuss your specific needs and assess her communication style and responsiveness.
• Fee Structure: Clarify the fees associated with her services to ensure transparency and avoid surprises.

In conclusion, Bridgid Kelly – UBS Financial Services Inc. offers a blend of experienced financial consulting, robust resources through UBS, and a commitment to accessibility. While currently lacking extensive online reviews, the firm’s location, services, and the backing of a global financial institution present a solid foundation for clients seeking professional financial guidance. The accessibility features demonstrate a client-centric approach, making her services potentially appealing to a wider range of individuals. Further investigation and direct engagement are recommended to determine if she is the right fit for your specific financial requirements.

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"summary": "Bridgid Kelly at UBS Financial Services Inc. provides personalized financial consulting and planning services from her Chicago office, offering a blend of local expertise and global resources for clients seeking comprehensive financial guidance.",
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