CM Investment Consulting Group – UBS Financial Services Inc. is a financial consultant located in New York, New York, serving clients from its office at 1251 Avenue of the Americas. Specializing in personalized financial planning and investment strategies, the group focuses on helping individuals and businesses navigate complex financial landscapes. Their expertise covers a broad spectrum of financial services aimed at creating tailored solutions that align with clients’ goals and risk tolerance.
The team at CM Investment Consulting Group works closely with clients to assess their financial situation, providing guidance on asset allocation, retirement planning, and wealth management. They emphasize a thorough understanding of each client’s unique circumstances, which allows for the development of strategies that seek to optimize financial outcomes. Their approach involves continuous monitoring and adjustment of portfolios to respond to changing market conditions and client needs.
Operating within the UBS Financial Services network, CM Investment Consulting Group benefits from access to a wide range of investment products and resources. This connection enhances their ability to offer diversified solutions across various asset classes, supporting both conservative and growth-oriented investment approaches. The group’s commitment to clear communication and detailed analysis helps clients make informed decisions regarding their financial futures.
Located in the heart of New York City, CM Investment Consulting Group is positioned to serve a diverse clientele, including individuals, families, and business owners. With a focus on long-term financial health and sustainability, the group provides a comprehensive suite of consulting services designed to support clients through different stages of their financial journey. Their local presence combined with global resources offers a distinctive advantage in the competitive financial consulting market.


































