The Loewenthal Group - UBS Financial Services Inc. - Northbrook, IL

Introduction

The Loewenthal Group, operating under UBS Financial Services Inc., is a distinguished financial advisory firm situated at One Northbrook Place in Northbrook, Illinois. With a commitment to personalized service and expert guidance, the group has been instrumental in helping clients navigate the complex world of finance and achieve their financial goals.

Main Services

• Financial Planning: The Loewenthal Group offers comprehensive financial planning services, tailored to each client's unique needs and objectives. This includes cash flow planning, retirement income planning, and estate planning strategies.
• Investment Management: The group provides expert investment management services, designed to help clients grow and preserve their wealth. They employ a robust research process and offer a range of investment solutions.
• Estate Planning: The Loewenthal Group specializes in estate planning, helping clients to protect their assets and ensure a smooth transition to their beneficiaries. This includes trust specialization and estate planning strategies.
• Credit and Liquidity Solutions: The group also assists clients with credit and liquidity solutions, ensuring they have access to the funds they need, when they need them.

Location and Access

The Loewenthal Group is conveniently located at One Northbrook Place, 5 Revere Dr, Northbrook, IL 60062, United States. The office is situated in the heart of Northbrook, a northwest suburb of Chicago, providing easy access for clients from the surrounding areas.

For those who prefer to travel by public transportation, the office is a short distance from the 'Northbrook' stop on the Union Pacific/North Metra Line. Additionally, there are several bus routes operated by Pace that serve the Northbrook area.

Parking is available on-site at One Northbrook Place, with designated wheelchair-accessible spaces for visitors with disabilities.

Featured Characteristics

• Wheelchair Accessibility: The Loewenthal Group's office is wheelchair-accessible, with a dedicated entrance, parking, and restroom facilities for clients with mobility impairments.
• Appointments Recommended: The group encourages clients to schedule appointments in advance to ensure they receive the full attention and dedication of their financial advisor.
• Personalized Service: The Loewenthal Group is renowned for its personalized service, with each client receiving a customized financial strategy that aligns with their unique goals and circumstances.

Practical Information

• Phone: 847-498-7802
• Website: advisors.ubs.com
• Hours of Operation: The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, appointments can often be accommodated outside of these hours to accommodate clients' schedules.

About Alyssa

Alyssa, a key member of The Loewenthal Group, brings a wealth of experience to the team. She began her financial services career with UBS in 2014, participating in the firm's wealth management rotational program. After two years, she joined UBS Bank USA (BUSA), where she developed her extensive background in relationship banking. In her role as a Wealth Management Banker, Alyssa consulted Financial Advisors and their clients on banking solutions that complement their financial plan. After a decade in BUSA, Alyssa joined The Loewenthal Group in 2025 as a Wealth Strategy Associate, bringing her expertise to the team.

Opinions and Average Opinion

As of now, The Loewenthal Group does not have any reviews on Google My Business. Therefore, there is no average opinion score. However, the group's commitment to personalized service and expert guidance is evident in their comprehensive range of services and the extensive experience of their team.