Andrew Howard Kahner - UBS Financial
Inheritance/financial advisorI’ve worked in business insurance consulting and brokerage for over 15 years so I’ve met plenty of financial advisors. Every one has their specialty and most are insurance sales people or money managers, which is fine for basic needs as long as you understand the options and advice presented, how it relates to your needs and goals, and the pros and cons versus alternatives. For a comprehensive financial advisor with a team that feels like the family offices of old but with the resources of a large bank, you should reach out to Andrew Kahner at UBS. He’s experienced, thoughtful, and understands wealth management, tax planning, and risk management.
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