Bixler-Gustin Financial Group - Ubs Financial Services

Source Capital Funding is a reputable California hard money lender with over seventeen years of experience, specializing in funding commercial and residential loans secured by real estate. With a proven track record of over $400 million in funded loans, Source Capital is known for their efficient loan process and quick funding capabilities. As a direct lender licensed in multiple states, including Arizona, California, Colorado, Minnesota, and Texas, Source Capital prides itself on their A+ BBB rating and 5-star reviews on Google and Yelp. They offer loan options with no prepayment penalties, minimal paperwork, and flexible approval criteria, making them a trusted choice for borrowers with various financial backgrounds.Generated from the website

Nicholas-Applegate Capital is a financial services firm based in San Diego, CA, specializing in investment management and advisory services. The company focuses on providing tailored investment solutions to individual and institutional clients, aiming to achieve long-term financial growth and stability. Generated from their business information

Zhong Wealth Management Group, part of UBS Financial Services, is dedicated to providing comprehensive wealth management solutions to ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. With over 15 years of industry experience, the team emphasizes building long-term relationships and delivering customized financial strategies tailored to each client's unique goals and needs. Led by Managing Director Joanne Zhong, the group combines extensive knowledge of complex cross-border regulations with access to global resources, ensuring clients receive practical and effective financial advice. Danyi Gu, a Wealth Management Associate, enhances the team's mission by focusing on international client onboarding and compliance, further solidifying the group’s commitment to personalized client service. Generated from the website