Jonathan Frucce, CFP - UBS Financial Services Inc. - Hartford, CT

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"content": "

Jonathan Frucce, CFP, stands as a distinguished financial consultant operating within the reputable UBS Financial Services Inc. Within this esteemed financial institution, Mr. Frucce specializes in offering expert guidance in the realms of financial planning and consulting, catering to clients seeking comprehensive wealth management solutions. His designation as a Certified Financial Planner (CFP) signifies a commitment to upholding the highest professional standards in the financial advisory field, ensuring that clients receive advice grounded in fiduciary responsibility and sound financial principles.

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Jonathan Frucce's Professional Profile

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Jonathan Frucce, CFP, represents a significant point of contact for individuals and families within the Hartford, Connecticut area, specifically located at the UBS Financial Services Inc. headquarters. His expertise lies in crafting personalized financial strategies designed to meet diverse client objectives, ranging from retirement planning and investment management to holistic financial wellness and legacy preservation. The Certified Financial Planner (CFP) credential is a hallmark of his professional practice, representing rigorous education, examination, experience, and ethical conduct requirements.

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Jonathan Frucce's Location and Accessibility

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Jonathan Frucce operates from a strategic and prominent location at UBS Financial Services Inc., situated at One State Street Suite 1600 in Hartford, CT 06103, United States. This downtown Hartford location places him within a key commercial district, providing accessibility for a broad spectrum of clients seeking financial advice. For those who require it, the physical branch boasts commendable accessibility features, including a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet facilities. An accessible toilet is also available, further enhancing the venue's usability for all individuals. These details are crucial for clients with mobility needs, ensuring they can conveniently access the services offered at this specific branch.

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Contact Information and Engagement

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Connecting with Jonathan Frucce, CFP, offers multiple avenues, primarily through the official UBS Financial Services Inc. channel. His direct contact information includes the phone number 860-727-1572, which is provided for direct client inquiries or appointment scheduling. It is noteworthy that the digital footprint guiding potential clients towards his services is represented through the official UBS advisors website: advisors.ubs.com. This online resource is the appropriate channel for detailed information retrieval or initial contact facilitation with Mr. Frucce.

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When engaging with financial advisory services, especially within the structured environment of a large financial institution like UBS, it is highly recommended to schedule appointments in advance. Mr. Frucce's practice aligns with this industry standard, suggesting that prior appointment booking is advisable to ensure dedicated time for a thorough financial consultation. This emphasis on scheduled meetings underscores the importance of comprehensive analysis and personalized attention required for effective financial planning.

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Areas of Expertise

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Jonathan Frucce, CFP, leverages his specialized knowledge in two core financial domains: Financial Consulting and Financial Planning. These specialties are not merely titles but represent dedicated expertise areas where he provides comprehensive services to his clientele. Financial consulting involves assessing an individual's or entity's current financial standing, identifying potential risks and opportunities, and recommending appropriate strategies to optimize financial outcomes. Financial planning, conversely, takes a holistic approach, developing long-term strategies to achieve specific financial goals, manage assets effectively, and ensure sustainable wealth accumulation.

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The convergence of consulting and planning in Mr. Frucce's offerings positions him uniquely to address the multifaceted challenges clients face in today's complex financial landscape. His role extends beyond mere advice-giving; it encompasses strategic partnership, requiring a deep understanding of market dynamics, regulatory environments, and evolving client needs.

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Reputation and Service Perception

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Jonathan Frucce, CFP, currently maintains a service perception status reflected by the absence of any client reviews accessible via standard public platforms like Google My Business, as indicated by the provided information. This digital void could stem from various factors, such as Mr. Frucce's newer presence in this specific location, the primarily confidential nature of financial advisory services often discouraging public review sharing, or potentially limited time dedicated by UBS branches to managing online review platforms.

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Consequently, the average opinion rating stands at 0/5, primarily due to the lack of available feedback. This absence of reviews, while numerically representing 0/5, does not inherently diminish the quality of Mr. Frucce's services. Prospective clients seeking established reviews may find themselves at a disadvantage, as the absence of data prevents any evaluative insight based on peer experiences. However, the professionalism associated with his CFP designation and the structured environment of UBS Financial Services Inc. provide foundational trust elements.

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Considerations for Prospective Clients

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For individuals contemplating engagement with Jonathan Frucce, CFP, several key considerations warrant attention. The primary operational detail is the necessity to schedule appointments, ensuring personalized attention during the consultation process. This structured approach is characteristic of professional financial advisory services aimed at comprehensive analysis.

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Geographically, the Hartford, CT location offers accessibility, particularly for clients within the immediate area or commuting distance. The accessibility features detailed for the physical branch—accessible car park, entrance, and toilet—ensure that the venue is usable for clients with diverse physical needs, promoting inclusivity in receiving financial services.

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Furthermore, the Certified Financial Planner (CFP) designation is a critical factor indicating specialized expertise in comprehensive financial planning, encompassing retirement, insurance, tax, and investment strategies. Prospective clients are advised to inquire directly about his specific areas of focus within financial planning and his approach to managing various investment styles or risk profiles.

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The decision to engage a financial consultant like Jonathan Frucce involves evaluating personal financial needs against the expertise offered. His specialization in financial consulting and planning positions him as a resource for individuals seeking strategic guidance, particularly concerning long-term financial security.

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In summary, Jonathan Frucce, CFP, presents himself as a qualified financial advisor operating from a prominent UBS location in Hartford. His CFP credentials underscore his professional commitment, and his accessibility features ensure physical inclusivity for clients. While direct reviews are unavailable, the professionalism of his designation and the reputation of UBS provide a baseline for client confidence. Engaging his services for financial consulting or planning requires scheduling an appointment, reflecting the personalized, strategic nature of financial advisory relationships.

",
"summary": "Jonathan Frucce, CFP, is a financial consultant at UBS in Hartford, offering financial planning and consulting with accessibility features. No reviews available.",
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