Richard Callahan - UBS Financial Services Inc.
Why pick this one
Richard Callahan specializes in customized financial planning and has been recognized as part of the Forbes Best-in-State Wealth Management Teams.
Best for
- clients seeking comprehensive wealth management
- individuals planning for major life events
- those interested in long-term financial strategies
Look elsewhere if
- budget-sensitive investment options
- basic financial advice without comprehensive planning
Specialties
- wealth management
- financial planning
Certifications
- Forbes Best-in-State Wealth Management Teams, 2025, 2026
What makes them different
- customized approach to financial planning
- UBS Wealth Way strategy incorporating Liquidity, Longevity, and Legacy
- guidance through major life events
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13024 Ballantyne Corporate Pl., Suite 650, Charlotte, NC 28277
- Phone
- 7043434087
- Website
- https://advisors.ubs.com/rich.callahan/?utm_sou...
- rich.callahan@ubs.com
Services
- investment advice
- client financial guidance