Jeffrey A Karitis, CFP, CEPA - UBS Financial Services Inc.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Jeffrey A Karitis is a Certified Financial Planner (CFP®) and financial advisor based in New York, New York, with UBS Financial Services Inc. He provides a range of financial planning services, including investment management and retirement planning, tailored to meet the needs of his clients. Jeffrey specializes in helping individuals and families navigate their financial futures through personalized strategies and guidance. His practice focuses on serving clients who seek to build wealth and achieve their financial goals.

Reviews

Location

Business Information