Hubert/Hubert Financial Advisors
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Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Urban Hubert, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CO
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • SC
  • TX

Urban Hubert, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Urban Hubert, CFP

730 Penniman Avenue
Plymouth, MI 48170

Email Me

Urban Hubert, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CO
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • SC
  • TX

Credentials

  • CERTIFIED FINANCIAL PLANNER®
730 Penniman Avenue
Plymouth, MI 48170

Email Me

urban.hubert@ubs.com
Urban Hubert, CFP
730 Penniman Avenue,Plymouth,MI,48170

Joseph Hubert, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Joseph Hubert, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Joseph Hubert, CFP

730 Penniman Avenue
Plymouth, MI 48170

Email Me

Joseph Hubert, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER®
730 Penniman Avenue
Plymouth, MI 48170

Email Me

joseph.hubert@ubs.com
Joseph Hubert, CFP
730 Penniman Avenue,Plymouth,MI,48170

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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