The Herman Wealth Management Group - UBS Financial Services Inc.
Why pick this one
The Herman Wealth Management Group - UBS Financial Services Inc provides investment, estate, retirement, insurance, and college-planning guidance in Winston-Salem.
Best for
- comprehensive investment strategy development
- estate and retirement planning
- long-term care, annuity, and life insurance planning
- college planning
- clients seeking a CIMA® financial advisor
Specialties
- investment strategies
- estate planning
- retirement planning
- long-term care insurance
- variable and fixed annuities
- life insurance
- college planning
Certifications
- Certified Investment Management Analyst (CIMA®)
What makes them different
- Jeffrey Herman has worked in the financial industry since 1980
- Jeffrey Herman was recognized by Forbes Best-in-State Wealth Advisors from 2018 through 2026
- Jeffrey Herman is registered in 22 states
- Beverly Funderburk has worked in financial services since 1985
- The team evaluates clients' total asset and liability needs
Distilled from this business's own website.
Contact & Location
- Address
- 380 Knollwood St Ste 250, Winston-Salem, NC 27103
- Phone
- 3367268684
- Website
- https://advisors.ubs.com/hermangroup/?utm_sourc...
- jeffrey.herman@ubs.com
Services
- wealth management
- investment advice
- estate planning
- retirement planning
- insurance planning
- college planning