Greg Hotchkiss, CIMA, CRPS - UBS Financial Services Inc. - Spokane, Washington

Introduction to Greg Hotchkiss and UBS Financial Services

For individuals and families seeking comprehensive financial consulting and planning services, Greg Hotchkiss, CIMA, CRPS – affiliated with UBS Financial Services Inc., presents a valuable resource. Mr. Hotchkiss operates from the UBS office located at 601 W Riverside Ave Suite 1200, Spokane, WA 99201, United States, and can be contacted directly at 509-622-0622. His website, advisors.ubs.com, offers detailed information about his services and professional background. He specializes in providing tailored financial planning solutions designed to meet the unique needs and goals of his clients.

About Greg Hotchkiss, CIMA, CRPS

Greg Hotchkiss holds the designations of Certified Investment Management Analyst (CIMA) and Certified Retirement Planning Specialist (CRPS), demonstrating a significant commitment to professional development and a deep understanding of investment management and retirement planning principles. These credentials signify his expertise in developing and implementing sophisticated investment strategies, alongside a robust knowledge of retirement income planning, ensuring clients can confidently approach their long-term financial objectives. His experience at UBS Financial Services Inc. provides him with access to a vast array of resources and market insights, allowing him to offer clients a diversified and informed approach to wealth management. He is dedicated to building strong, long-term relationships based on trust, transparency, and a genuine commitment to his clients' financial well-being. His client base spans a range of demographics and financial situations, benefitting from his adaptable and personalized service approach.

Specialties and Services Offered

Mr. Hotchkiss’s core competencies revolve around providing strategic financial guidance. Key areas of focus include:

• Investment Management: Constructing and managing investment portfolios aligned with client risk tolerance and financial goals.
• Retirement Planning: Developing comprehensive retirement income strategies, including 401(k)s, IRAs, and Social Security optimization.
• Estate Planning: Working collaboratively with legal professionals to ensure efficient and tax-advantaged estate planning.
• Financial Planning for Executives and Business Owners: Addressing the specific financial considerations of high-net-worth individuals and business owners.
• Wealth Preservation: Implementing strategies to protect and grow wealth across generations.

Accessibility and Facilities

UBS Financial Services Inc. is committed to providing accessible services to all clients. The Spokane office is specifically designed to accommodate individuals with disabilities, featuring:

• Wheelchair-Accessible Car Park: Ensuring convenient access for clients utilizing mobility devices.
• Wheelchair-Accessible Entrance: Providing a smooth and easy transition into the office environment.
• Wheelchair-Accessible Toilet: Catering to the needs of clients requiring accessibility features.
• Toilet Facilities: Clean and readily available restroom facilities.

Appointments are strongly recommended to ensure Mr. Hotchkiss has sufficient time to dedicate to each client’s specific needs. This allows for a more thorough assessment of their financial situation and the development of a customized financial plan.

Client Feedback and Reputation

Currently, the UBS Financial Services Inc. – Greg Hotchkiss office has 0 reviews on Google My Business, reflecting a nascent stage in establishing a robust online presence. The average opinion is 0/5, indicating a lack of publicly available feedback at this time. However, this does not necessarily reflect the quality of service provided, and Mr. Hotchkiss’s commitment to client satisfaction is paramount. He consistently strives to exceed client expectations through proactive communication, diligent planning, and ongoing support.

Contact Information and Resources

To schedule an appointment or learn more about Greg Hotchkiss’s services, please utilize the following resources:

• Address: 601 W Riverside Ave Suite 1200, Spokane, WA 99201, United States
• Phone: 509-622-0622
• Website: advisors.ubs.com

Concluding Remarks

Greg Hotchkiss, CIMA, CRPS, at UBS Financial Services Inc., represents a dedicated and experienced professional offering a comprehensive suite of financial services. Despite the current lack of online reviews, his credentials, combined with UBS’s established reputation and his commitment to client service, make him a potentially valuable partner in achieving your financial goals. We encourage prospective clients to reach out directly to schedule an initial consultation and explore how his expertise can benefit their long-term financial security.

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