Mauricio Dorfzaun - MD Team - UBS Financial Services Inc.

MD Team – UBS Financial Services Inc. operates across 47 Mt. Auburn Street in Cambridge, providing multi-family guidance outside twin city pockets. Beyond rent-roll calculators, consolidated plans splinter into asset-specific 401(k), IRA, and cash-balance solutions tailored for fiduciaries. Weekly check-ins, preliminary diagnostics, enrollment clinics, plan redesigns, compliance reviews, and forensic audits finish most quarters in under thirty days. There is no convoluted lingo in the deliverables, just line-by-line math mapped to real-world outcomes.

Across midtown, concrete pillars of the Manhattan skyline give way to 1285 6th Avenue, where modern office towers meet Midtown Central’s transit arteries. Inside Suite 4220, voicemails are triaged each morning, followed by policy illustrations and participant statements released before end of day. Short-form podcast clips celebrating milestone deadlines drop each Friday at 2:45 p.m., under a simple badge hovering by the elevator.

Should your inbox hit overload, the desk-facing formula still repeats the same three steps. In the final stages of a rollover, solo-k plan design, or valuation reconciliation, Zoom rooms stay unlocked; screen-share blocks clear within five minutes of the item hitting the tracker.

The fastest path is simply past St. Patrick’s Cathedral, then take a left—a straight walk through Bryant Park identifies the curved glass curve. Plug the directions into your phone and you’ll see the crosshairs at 42nd near 6th; inside, the phone rings through to (212) 882-5396.