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Kurjian Anastasio Financial Group April 16, 2010 UBS Financial Services Inc. 32300 Northwestern Hwy., Suite 150 Farmington Hills, MI 48333-9055 Tel. 248-851-1001 Fax 248-851-4758 [email_address] [email_address]
Our commitment The Kurjian Anastasio Financial Group We listen to you and learn about your individual goals and needs. Our aim is to help you understand that the best investment decisions are the ones that are best suited for you and your family. Our mission The Kurjian Anastasio Financial Group We are relationship focused and committed to delivering personalized service, sophisticated planning and customized investment solutions designed to assist our clients in pursuing their financial goals.
What makes us unique? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our business philosophy For many people, investing in the financial markets is a mystery, both complex and intimidating. Inexperienced investors are often disappointed because their investments fail to achieve the desired results. ,[object Object],[object Object],[object Object],[object Object],[object Object],Our solution-based planning approach will help you:
Kurjian Anastasio Financial Group Richard Kurjian, CFP ® Vice President–Investments Senior Portfolio Manager Portfolio Management Program Advisory and Brokerage Services ,[object Object],[object Object],[object Object]
Kurjian Anastasio Financial Group Joseph Anastasio Vice President–Investments Senior Portfolio Manager Portfolio Management Program Advisory and Brokerage Services  ,[object Object],[object Object],[object Object]
Kurjian Anastasio Financial Group client services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Account Reporting UBS Investment Research ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],UBS Investment Research ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Investment Products and Services ,[object Object],[object Object],[object Object],[object Object],[object Object],Planning ,[object Object],[object Object],[object Object],[object Object],Miscellaneous
Kurjian Anastasio Financial Group Our  Team Concept  is to provide you with diverse resources from both UBS Financial Services Inc. and outside the firm. You & Kurjian Anastasio Financial Group Client’s tax advisor Client’s attorney Wealth planning  Expertise UBS trust and lending services Insurance specialist
We request that you: ,[object Object],[object Object],[object Object],[object Object],[object Object]
Your financial journey ,[object Object],[object Object]
Disclosures ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Introduction To Kurjian.Anastasio

  • 1. Kurjian Anastasio Financial Group April 16, 2010 UBS Financial Services Inc. 32300 Northwestern Hwy., Suite 150 Farmington Hills, MI 48333-9055 Tel. 248-851-1001 Fax 248-851-4758 [email_address] [email_address]
  • 2. Our commitment The Kurjian Anastasio Financial Group We listen to you and learn about your individual goals and needs. Our aim is to help you understand that the best investment decisions are the ones that are best suited for you and your family. Our mission The Kurjian Anastasio Financial Group We are relationship focused and committed to delivering personalized service, sophisticated planning and customized investment solutions designed to assist our clients in pursuing their financial goals.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8. Kurjian Anastasio Financial Group Our Team Concept is to provide you with diverse resources from both UBS Financial Services Inc. and outside the firm. You & Kurjian Anastasio Financial Group Client’s tax advisor Client’s attorney Wealth planning Expertise UBS trust and lending services Insurance specialist
  • 9.
  • 10.
  • 11.