Dana Macaluso, CFP, CPWA - UBS Financial Services Inc.
About
Ever wonder where Midtown locals turn when they need more than just a stock tip? Dana Macaluso, CFP, CPWA at UBS Financial Services Inc. sits at 1285 6th Ave, right where the energy of the city meets the precision of financial planning. This isn’t your average number-cruncher’s office—it’s where wealth management, retirement strategies, and tax optimization get the kind of attention that actually makes sense for people who’d rather spend their time elsewhere. Need to chat about estate planning or portfolio diversification? That’s +1 212-713-3603, no appointment script required.
Financial consultants in New York often feel like they’re selling more hype than help, but this spot keeps it grounded in the kind of advice that doesn’t come with an agenda. You’ll find everything from risk assessment to charitable giving strategies under one roof—no jargon, just the kind of clarity that actually moves the needle. When you’re ready to figure out where you stand, pull up the map and head over: directions here. Sometimes the best decisions start with the right conversation.