The Fairview Group - UBS Financial Services Inc.
Why pick this one
They help high-net-worth clients address financial transitions and are recognized by Barron's and Forbes for their advisory services.
Best for
- high-net-worth financial planning
- navigating retirement
- wealth preservation
Look elsewhere if
- budget-sensitive financial advice
- small investment portfolios
Specialties
- wealth management
- financial planning
- multi-generational wealth transfer
- charitable giving
Certifications
- Wealth Advisor
What makes them different
- Juan Sandoval has been recognized as a Barron's Top 1200 Advisor for two years
- Named to the Forbes Best-in-State Wealth Advisors list for over five years
- The team collectively has more than 100 years of experience
- Juan Sandoval holds a magna cum laude degree in economics and finance
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd Ste 900, Charlotte, NC 28210
- Phone
- 7043628223
- Website
- https://advisors.ubs.com/fairviewgroup/?utm_sou...
- juan.sandoval@ubs.com
Services
- financial advisory
- wealth management