Welcome to La Ferla Group


Founded January 1981,
La Ferla Group is a branch within UBS Financial Services Inc. Our clients include airline pilots, individual investors, business professionals, various businesses and organizations, representing clients domiciled throughout the United States.

A major benefit of establishing a relationship with La Ferla Group, is that we are a one-stop-shop of comprehensive services: asset management, insurance, access to mortgages and lending; working with your CPA and estate planning attorney. The convenience of having everything all in one place, designating us to coordinate this activity on your behalf, simplifies the process.

Our purpose, is to provide an exceptional client experience based on respect, trust and confidence, providing our clients with the highest level of professionalism and accountability, by managing the critical issues:

Performance, Price and Service.
When you get down to the basics, the only thing that a client really cares about is:

  • Performance – how much money can I potentially make for the risk I am willing to accept
  • Price – how much is it going to cost me
  • Service – who can I speak with to discuss my questions, comments and concerns
Our relationship with our client begins with a Financial Goal Analysis – A Formal Financial Plan, so that we can identify our client's investment objectives and how we can achieve them. Utilizing the Global Balanced Portfolio, along with wealth strategies, a comprehensive plan is developed and implemented to achieve our client's investment objectives.

Global Balanced Portfolio

Finding someone you can trust to manage your assets, and knowing that they will do what is in the best interest of you and your family, is a difficult decision. You should consider La Ferla Group, because we have more than 33 years of experience managing investment portfolios, and we care about our clients and their well-being. We are proud to offer references upon request.


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Featured videos

Joe La Ferla interview
CNBC The Strategy Session, September 2, 2010

Joe La Ferla guest co-host with David Faber
CNBC The Strategy Session, December 27, 2010

Joe La Ferla guest co-host with David Faber
CNBC The Strategy Session, December 28, 2010


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La Ferla Group-UBS Financial Services Inc.

333 Earle Ovington Boulevard
Suite 600
Uniondale, NY 11553
800-645-5155
516-745-8900
877-359-9126 fax
Contact Us get directions


Joseph A. La Ferla Jr
Founder, La Ferla Group
Managing Director Wealth Management
Portfolio Manager, Global Balanced Portfolio
John G. Macri, CFP
Portfolio Manager, Global Balanced Portfolio
Thomas D. Cordovano, CFP
Senior Wealth Stategist
Regis Dillon, CFP
Wealth Strategy Associate
Gayle B. Lohrer
Senior Client Service Associate
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