[Fredslist] CPA request follow up

[Epstein, Jill]

Thank you thank you!!

I've received so many referrals and I will choose a few to send to my client.

Thank you, thank you to my Gotham Hive!

Jill

Jill M. Epstein, CFP(r), CEPA
First Vice President - Wealth Management
Wealth Advisor
California Insurance License #1184495

Horizon Wealth Management | UBS Financial Services Inc.
Comprehensive Wealth Management Services
1285 Avenue of the Americas, 15th Floor
New York, NY 10019
212-713-2454 Office
917-687-6467 Work Mobile
877-304-3084 Fax
888-308-1971 Toll Free
Please visit our website<http://www.ubs.com/team/horizonwm>


Forbes Best-In-State Wealth Management Team for 2024.

The Forbes rating is compiled by SHOOK Research and is awarded annually in January, based on information from March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.




[Go Mobile]<https://www.ubs.com/us/en/wealth/banking/cash_management/ubs-mobile-app.html>
Go Mobile - Deposit checks into eligible UBS accounts with the mobile deposit feature for iPhone(r) and Android
Download the UBS App today<https://www.ubs.com/us/en/wealth-management/banking/cash-management/ubs-mobile-app.html>.


>From accessing your accounts online<https://onlineservices.ubs.com/olsauth/ex/pbl/ubso/dl#login>, to getting a consolidated view of your financial picture<https://www.ubs.com/us/en/wealth/misc/my-total-picture.html>, we can help make your life easier.

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