SSG Wealth Management - UBS Financial Services Inc.
Tax Services
Why pick this one
SSG Wealth Management has been providing customized financial solutions for over 40 years, focusing on intergenerational wealth transfer.
Best for
- wealth management for families
- business owners needing financial advice
- clients requiring estate structuring
Look elsewhere if
- simple tax preparation needs
- individuals seeking low-cost financial options
Specialties
- intergenerational wealth transfer
- customized financial planning
- estate structuring
Certifications
- CERTIFIED FINANCIAL PLANNER TM
What makes them different
- multigenerational team with diverse experience
- individualized wealth management strategies
- focus on intergenerational education
- Years in business
- more than 40 years
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3700 Glenwood Ave Ste 300, Raleigh, NC 27612
- Phone
- 9197852527
- Website
- https://advisors.ubs.com/ssg/?utm_source=Yext&u...
- bruce.sharpe@ubs.com
Services
- wealth management
- financial advising
- tax planning