Perry A. Novak Senior Vice President - Investments
UBS Financial Services, Inc. 2185 N. California Blvd., Suite 400 Walnut Creek, CA 94596 (925) 746-0245 perry.novak@ubs.com ubs.com/team/thenovakgroup
You know there are more questions you should be asking, but you're not sure what they are. You want to stop procrastinating and make a decision, but you don't feel well enough informed. You know where you want to be, but you don't have a plan that will get you there.
That's where we come in. The Novak Group at UBS Financial Services, Inc. Providing wealth planning and asset management services to affluent families, business owners and professionals since 1983.
Trusted advice, caring support, prudent financial solutions.
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MARCH 2014