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UBS Financial Services Inc.
1285 Avenue of the Americas
15th - 18th floors
New York, NY 10019
UBS and Deloitte: Broker Data Import Program
Highly knowledgeable about Deloitte culture.
Conveniently headquartered in NYC, with local branches in major metro areas.
Dedicated to providing the highest client service standards.
Supported by UBS’s multiple, independent sources of research.
Our experience with Deloitte
With years of experience advising Deloitte employees across the country, our select advisors are attuned to Deloitte’s culture.
in the Broker Data Import Program (BDIP) with Deloitte
Our offering
We will work closely with you to educate and advise, helping in all areas of wealth planning and investment management, including:
Employee discounts
As a Deloitte employee, you receive the following discounts.
Basic retirement plan1
Minimum discount on equity-based services
Advisory fee schedule based upon the nature of the engagement2
1285 Avenue of the Americas
15th - 18th floors
New York, NY 10019