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Kevin M. O'Leary, CFA, CFP®

UBS Financial Services, Inc.

1285 Avenue of the Americas
20th Fl
New York, NY 10019-6031
Phone: (212) 713-2525
Fax: (212) 713-1426

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.