Retirement planning. It's about time.

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Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Janet M Goglia

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • MA
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • WA

          500 Exchange Street
          Providence, RI 02903
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          Julie Mailloux-Bosse

          Client Associate

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                  500 Exchange Street
                  Providence, RI 02903
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                  Peter J Goglia

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • CA
                  • CO
                  • CT
                  • FL
                  • MA
                  • ME
                  • MN
                  • NC
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • RI
                  • SC
                  • TN

                        500 Exchange Street
                        Providence, RI 02903

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                      UBS and Credit Suisse—stronger than ever

                      Managing wealth is our craft

                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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