Smith & Fisher Group - UBS Financial Services Inc.
Why pick this one
Smith & Fisher Group provides customized investment and estate-planning strategies for affluent individuals and entities from its Winston-Salem office.
Best for
- affluent individuals seeking investment solutions
- entities needing investment and estate-planning guidance
- clients planning around short-term needs, longer-term goals, and generational goals
Specialties
- estate planning for affluent individuals and entities
- customized investment strategies
Certifications
- Chartered Retirement Plans Specialist
What makes them different
- David Smith has been in the financial services industry since 1980
- David Smith holds the Chartered Retirement Plans Specialist credential
- The team provides customized strategies organized around short-term needs, longer-term goals, and generational goals
- David Smith and John Fisher are registered in multiple states
- The office is affiliated with UBS, which the site describes as having more than 160 years of history
Distilled from this business's own website.
Contact & Location
- Address
- 380 Knollwood Street, Suite 250, Winston-Salem, NC 27103
- Phone
- 3367268683
- Website
- https://advisors.ubs.com/smithfishergroup/?utm_...
- dn.smith@ubs.com
Services
- financial advice
- wealth management
- investment solutions
- estate planning