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Wealth Management US

Melville, NY

Understanding Our Clients’ Needs and Goals

We believe that by taking the time to understand our clients’ needs and goals, we can provide the advice and service that you’re looking for. We offer a broad range of sophisticated products and services, designed to help our clients pursue their unique goals.

MELVILLE
Lynda A. Rettig
Director
225 Broadhollow Road
Melville, NY 11747
lynda.rettig@ubs.com
Managing Wealth

Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?

News

UBS finalizes ARS settlements
UBS announces sale of Bank of China stake
UBS Wealth Management Research releases "Global Outlook 2009" report

Our Perspective
Corporate Profile CorporateProfile.pdf
Individual Investor Profile ind_investorprofile.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: A slippery slope – proceed with caution  (534kb)
Integrating an inheritance into your lifestyle

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