The Milledge Group - UBS Financial Services Inc. - Athens, Georgia

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The Milledge Group – UBS Financial Services Inc.: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and expert guidance, The Milledge Group – UBS Financial Services Inc. presents a compelling option. This established firm, located in Athens, Georgia, offers a dedicated approach to managing wealth and achieving long-term financial goals. They operate as a branch of UBS, a globally recognized leader in wealth management, providing clients with access to a wide range of sophisticated investment strategies and personalized service.

Location and Contact Information: The Milledge Group’s physical address is 355 Oneta St Suite D-700, Athens, GA 30601. Clients can easily reach them by phone at 067135981. Their official website, advisors.ubs.com, provides detailed information about their services and team.

Specializations and Services: The Milledge Group specializes in providing services as a financial consultant and financial planner. They cater to a diverse clientele, assisting with:

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Planning
• Education Funding

Key Features and Accessibility: UBS, and consequently The Milledge Group, prides itself on a client-centric approach. They prioritize building strong, trusting relationships and tailoring strategies to individual needs. Furthermore, The Milledge Group demonstrates a commitment to accessibility, offering a wheelchair accessible entrance and a wheelchair accessible parking lot. The facility also includes restroom facilities, ensuring a comfortable experience for all visitors. Appointments are strongly recommended to ensure adequate attention and personalized service.

Client Feedback and Current Standing: Currently, The Milledge Group has 0 reviews on Google My Business, resulting in an average opinion of 0/5. While this indicates a lack of publicly available reviews at this time, it’s important to note that this doesn’t reflect the quality of service potentially provided.

Further Information to Consider: It's worth noting that UBS maintains stringent regulatory oversight, ensuring compliance and protecting client assets. The team at The Milledge Group possesses significant experience and expertise within the financial industry, allowing them to navigate complex market conditions and develop effective strategies. They focus on a holistic approach to wealth management, considering all aspects of a client’s financial situation.

Recommendation: Considering the firm’s affiliation with UBS, its dedicated team, and commitment to accessibility, The Milledge Group – UBS Financial Services Inc. appears to be a solid choice for individuals seeking professional and comprehensive financial services. We strongly encourage potential clients to visit their website at advisors.ubs.com to schedule a consultation and discuss your specific financial aspirations. Direct contact through their phone number, 067135981, will allow you to initiate this important conversation.

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