The Licate Group - UBS Financial Services Inc.

Services Offered

• Financial planning
• Investment management
• Retirement planning
• Wealth management

About

The Licate Group is a financial consulting firm based in Cleveland, Ohio, providing a range of financial planning and investment management services. They focus on helping clients navigate their financial goals through personalized strategies tailored to individual needs. The firm serves both individuals and families, offering guidance on retirement planning, investment strategies, and wealth management. With a commitment to client education and support, The Licate Group aims to empower clients to make informed financial decisions.

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