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

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Brown Wealth Management Group – UBS Financial Services Inc.

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For individuals and families seeking comprehensive financial planning and investment management solutions, Brown 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 wealth management, combining the resources of UBS with the dedicated service of an experienced team. They operate under the umbrella of UBS Financial Services Inc., a globally recognized leader in wealth management.

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About Brown Wealth Management Group

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Brown Wealth Management Group is a distinguished financial consultant and financial planner firm affiliated with UBS. Ben D. Brown serves as the principal advisor, bringing years of experience and a commitment to client success. The group distinguishes itself through a consultative and collaborative process, prioritizing the unique financial goals and circumstances of each client. They focus on building long-term relationships based on trust and transparency. Their approach centers around understanding a client’s risk tolerance, time horizon, and overall financial objectives – encompassing retirement planning, investment management, estate planning, and tax optimization.

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Services Offered

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• Investment Management: Brown Wealth Management Group offers a wide range of investment strategies tailored to individual needs, including portfolio construction, asset allocation, and ongoing monitoring.

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• Retirement Planning: They assist clients in developing comprehensive retirement plans, considering factors such as income needs, Social Security benefits, and tax implications.

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• Estate Planning: The firm collaborates with legal professionals to help clients structure their estates for efficient transfer of assets and tax minimization.

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• Financial Planning: A holistic approach to financial planning is provided, covering budgeting, cash flow management, insurance needs, and education funding.

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• Tax Planning: Strategic tax planning is integrated into the overall financial plan to minimize tax liabilities.

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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. Notably, the office is designed with accessibility in mind, boasting a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended to ensure dedicated attention and personalized service. The firm also provides a standard restroom facility.

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Client Feedback and Reputation

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Currently, Brown Wealth Management Group – UBS Financial Services Inc. has 0 reviews on Google My Business, reflecting a limited amount of publicly available feedback. The average opinion is 0/5, indicating a need for more client testimonials and reviews. However, the firm's affiliation with UBS lends considerable credibility and stability to its operations. Potential clients are encouraged to seek out independent research and consider contacting existing clients for insights into the firm’s service quality and client satisfaction.

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Key Contact Information

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• Phone: 72772167

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• Website: advisors.ubs.com

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Important Note: Due to the limited number of reviews, prospective clients are strongly advised to conduct thorough due diligence before engaging with Brown Wealth Management Group – UBS Financial Services Inc. Exploring UBS’s overall reputation and seeking references are highly recommended steps.

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In summary, Brown Wealth Management Group – UBS Financial Services Inc. offers a seasoned financial advisor and a comprehensive suite of wealth management services. While currently lacking extensive client reviews, the firm’s association with UBS and its commitment to client-centric planning provide a foundation for potential success. The accessible facility and dedicated service further enhance the client experience.

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"summary": "Brown Wealth Management Group – UBS Financial Services Inc. provides personalized financial planning and investment management services, leveraging the resources of UBS and led by Ben D. Brown, prioritizing client needs and offering accessible facilities.",
"keywords": "Financial Planning, Investment Management, Wealth Management, UBS, Financial Consultant",
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"quality_score": 8,
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