Brian Zakrocki - UBS Financial Services Inc.
Business Details
About
Midtown’s office towers don’t exactly scream personal finance, but somewhere between the lunch-hour crowds and the subway grumbles, Brian Zakrocki - UBS Financial Services Inc. keeps a quiet foothold. Specializing in superannuation consulting, they handle the less glamorous math that most people ignore until the last minute—rollovers, contribution strategies, and tax-efficient drawdowns. The kind of work that doesn’t make headlines but keeps retirements from unraveling.
You’ll find them at 1285 6th Ave New York, NY 10019, a building that blends into the skyline like a well-worn suit. The category itself—superannuation—isn’t one you hear tossed around at happy hour, yet it’s the backbone of long-term financial planning for anyone with a 401(k) or IRA. They don’t just crunch numbers; they translate them into something resembling a plan, which is more than most advisors bother with.
If the idea of deciphering pension rules or optimizing tax deferrals sounds like a chore, that’s what they’re there for. Directions are straightforward via the map, and questions get answered at (212) 713-2888. Midtown’s pace doesn’t slow down for anyone, but some things are worth pausing for.