Pleasants & Apgar Wealth Management Group - UBS Financial Services Inc.
Why pick this one
Pleasants & Apgar Wealth Management Group provides comprehensive financial planning and customized investment strategies from its Winston-Salem office.
Best for
- retirement planning
- estate and legacy planning
- wealth transfer across generations
- education planning
- philanthropy and philanthropic vehicles
- long-term care planning
- securities-backed lending
- clients needing financial planning across the states where Irene Apgar is registered
Look elsewhere if
- emergency financial services
- clients seeking a published fee schedule or pricing estimate
Specialties
- legacy planning
- retirement planning
- estate planning strategies
- education planning
- philanthropy planning
- long-term care planning
- securities-backed lending
- liquidity management
- cash flow planning
- trust and philanthropic vehicle strategies
Certifications
- Certified Investment Management Analyst
- Certified Financial Planner
What makes them different
- Irene Apgar has over 30 years of financial services experience, including 28 years with UBS Financial Services
- Irene Apgar holds the Certified Investment Management Analyst designation from the Wharton School of the University of Pennsylvania
- The team provides comprehensive planning and customized investment strategies
- Irene Apgar is registered in CA, DC, DE, FL, GA, LA, MO, NC, NJ, NY, OR, PA, SC, TN, TX, and VA
- The team includes Financial Advisor Lucien Pleasants, identified as a Certified Financial Planner
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 380 Knollwood Street, Suite 250, Winston-Salem, NC 27103
- Phone
- 3367268680
- Website
- https://advisors.ubs.com/pleasantsapgarwmgroup/...
- irene.apgar@ubs.com
Services
- wealth management
- financial planning
- customized investment strategies
- banking
- securities-backed lending
- retirement planning
- estate planning
- education planning
- philanthropy planning
- long-term care planning