Ulin & Co: Modern Investing, Traditional Approach
-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Boutique by Design? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!
Established in 2002, Ulin & Co. is a boutique independent SEC -Registered Investment Advisor (RIA) and branch office of LPL Financial located in downtown Boca Raton. If you would like information on our upcoming events or would like to set up a complementary portfolio review, do not hesitate to give us a call today at (561) 210-7887.