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The Buzgo Financial Group
617-439-8311
800-225-2385 ext. 8311
617-439-8470 fax
Send us an e-mail: james.buzgo@ubs.com
Team Members:
James W. Buzgo, CFP®, CIMA®,CPWA®
Vice President - Investments
james.buzgo@ubs.com

What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better we understand how you envision your future, the better we can work together to help you shape it. And our approach is a simple one: Based on your goals and priorities, we’ll partner with you to help you plan your most meaningful milestones and all you hope your future can be.

James Buzgo was elected as one of America's Top Financial Planners by Consumer Research Council of America in January 2008.

Learn about Our Team
Investment Insights
Our Perspective
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
Financial Goal Analysis Brochure financial_goal_analysis.pdf (234kb)
The Impact of Decoupling on Your Estate Plan TheImpactofDecouplingonYourEstatePlan.pdf (111kb)
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