The Sieber-Farrell Group - UBS Financial Services Inc.
Why pick this one
They provide business transition planning and wealth transfer strategies, backed by over 20 years of experience.
Best for
- families managing significant wealth
- business owners planning for succession
- clients seeking comprehensive wealth management
Look elsewhere if
- individuals looking for basic investment advice
- clients with minimal investment complexity
Specialties
- wealth transfer strategies
- business transition planning
- philanthropy advising
- tax optimization strategies
Certifications
- Certified Financial Planner
- Certified Exit Planning Advisor
- Chartered Financial Consultant
- Chartered Life Underwriter
What makes them different
- family-run team
- partnered with UBS
- structured planning process
- collaborates with CPA and attorneys
- focus on personalized service
- Years in business
- over 20 years
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3700 Glenwood Ave Ste 300, Raleigh, NC 27612
- Phone
- 9197852510
- Website
- https://advisors.ubs.com/sieberfarrellgroup/?ut...
- brendan.farrell@ubs.com
Services
- wealth management
- financial planning