Bartolai Wealth Management Group - UBS Financial Services Inc. - Barrington, Illinois

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Bartolai Wealth Management Group – UBS Financial Services Inc.: A Detailed Overview

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For individuals and families seeking comprehensive financial planning and wealth management solutions, Bartolai Wealth Management Group – UBS Financial Services Inc. presents a notable option. Located at 303 E Main St, Barrington, IL 60010, this firm offers a personalized approach to managing assets and achieving long-term financial goals. The phone number is 72772108, and their website can be accessed at advisors.ubs.com. This overview will delve into the firm’s services, location details, and important points of interest for potential clients.

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Services Offered by Bartolai Wealth Management Group

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Bartolai Wealth Management Group operates under the umbrella of UBS Financial Services Inc., a globally recognized leader in wealth management. This affiliation provides clients with access to a vast array of resources and expertise. The firm specializes in a range of financial consulting and planning services, tailored to meet the unique needs of each client. Key services include:

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• Investment Management: The group’s core competency lies in the strategic management of investment portfolios. They utilize a diversified approach, considering risk tolerance, time horizon, and financial objectives.

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• Retirement Planning: A significant focus is placed on helping clients plan for a comfortable and secure retirement. This involves assessing current savings, projecting future needs, and developing strategies for optimal asset allocation.

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• Estate Planning: Bartolai Wealth Management Group assists clients in establishing comprehensive estate plans, including wills, trusts, and beneficiary designations, ensuring their assets are distributed according to their wishes.

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• Tax Planning: They work closely with tax professionals to minimize tax liabilities and maximize after-tax returns.

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• Financial Education: The firm provides clients with educational resources and guidance to improve their financial literacy and make informed decisions.

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Their financial planner approach emphasizes a collaborative partnership, with clients actively involved in the planning process. They prioritize understanding each client’s circumstances and goals before recommending any specific strategies.

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Location and Accessibility

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The firm’s physical location at 303 E Main St, Barrington, IL 60010, provides a convenient and professional setting for client meetings. It is situated in a well-established commercial area, offering ease of access. Furthermore, the office is designed with accessibility in mind, boasting a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Clients with mobility limitations will find the facility accommodating. Restrooms are also available for general use.

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Client Feedback and Reputation

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Currently, Bartolai Wealth Management Group – UBS Financial Services Inc. has 0 reviews on Google My Business. This indicates a relatively new or emerging profile within the online review landscape. The average opinion is 0/5, reflecting the lack of publicly available feedback at this time. However, given the firm’s association with UBS, a reputable and established financial institution, potential clients should still conduct thorough due diligence and speak directly with a representative to assess their suitability.

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Recommendations and Important Considerations

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Appointments are highly recommended to ensure dedicated attention and personalized service. Clients should schedule an initial consultation to discuss their financial goals and objectives. During this meeting, potential clients can assess the firm’s approach and determine if it aligns with their needs. It’s advisable to inquire about the advisor’s experience, qualifications, and investment philosophy. Due to the limited online presence and lack of reviews, prospective clients should actively seek additional information and references. UBS's reputation provides a baseline of trust, but independent verification is always prudent. The firm’s commitment to accessibility underscores their dedication to serving a diverse clientele. They prioritize creating a comfortable and inclusive environment for all visitors. The specialties of financial consultant and financial planner highlight their core competencies and the value they bring to clients seeking expert guidance.

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"summary": "Bartolai Wealth Management Group – UBS Financial Services Inc. offers comprehensive financial planning and investment management services from their Barrington, Illinois location, prioritizing client-focused solutions and accessibility.",
"keywords": "Financial Planning, Wealth Management, Investment Management, Retirement Planning, Estate Planning",
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