A real relationship Helping you pursue your life's goals

The Levy, Rosen, Bocknek & Ray Wealth Consulting Group Alexandr Ridlovski, Howard M. Rosen, Andrew Bocknek, Robert J. Ray, Maureen E. Evans, Sheryl Weinbaum

From left to right:
Howard Rosen, Maureen Evans, Rob Levy, Rob Ray, Sheryl Weinbaum & Andy Bocknek

The Levy, Rosen, Bocknek & Ray Wealth Consulting Group


phone

248-737-5477



phone

855-800-4047





address

UBS Financial Services Inc.
1200 Prospect Street
Suite 500
La Jolla, CA 92037



In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Talk to us about how we can help you embrace your financial future with confidence.



Insights

 
 

 

 

 

 
 

 

 

 

Planning for the future

Planning for the future

Planning for the lifestyle you want

Planning for the lifestyle you want