UBS Portland, ME Branch Office

This UBS branch office is a wealth management office of UBS Financial Services Inc., a registered broker-dealer and SEC-registered investment adviser. The team focuses on long-term planning for individuals and families, organizing finances around short-term cash flow, longer-term needs and goals that extend beyond the client's own lifetime. The branch's listed director, Patrick Henning, leads financial advisors and support staff in Maine, Vermont and New Hampshire.

New clients start with a conversation through the website's contact form or by phone. The office is listed at 1155 Elm Street in Manchester, New Hampshire, so the address on the listing sits outside Portland. UBS advisors do not provide tax or legal advice, so clients are referred to their own accountants or attorneys for those questions.