Dogwood Investments Inc

UBS Financial Services Inc. in Merced, CA, is committed to fostering lasting relationships with clients by providing clear and tailored financial advice that aligns with their passions and goals. The firm emphasizes a collaborative approach, ensuring that clients feel supported every step of the way in their financial journey. Led by Managing Director James Tarantino, the team at UBS has a proven track record of growth and success, having significantly increased branch revenue during his tenure in St. Petersburg, Florida. With a focus on creating a respectful and family-oriented workplace, UBS aims to empower clients through the UBS Wealth Way, which integrates strategies for liquidity, longevity, and legacy in wealth management. Generated from the website

Visit our office today located in Merced, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

The Zacharias Jaber Financial Group at UBS Financial Services Inc. in Merced, CA, is dedicated to providing tailored financial strategies that align with clients' unique goals and aspirations. With a focus on building lasting relationships, the team emphasizes quality client service and insight-based advice to help clients navigate their financial journeys. Led by Managing Director John Jaber, who brings over 30 years of experience in the financial services industry, the team also includes Senior Vice President Daniel Zacharias and Senior Client Associate Cheryl Hurne. Together, they leverage their extensive expertise to support high-net-worth clients and businesses, fostering a collaborative approach to achieving financial success. Generated from the website