Terrence McCreanor - Morgan Stanley

UBS Financial Services Inc. operates as a prominent wealth management firm in the United States, providing a comprehensive range of tailored financial advice and investment services to distinguished investors and families. With a commitment to delivering superior value, UBS leverages its expertise to create customized solutions for individual and institutional clients alike. In addition to wealth management, UBS offers asset management and investment banking services, including advisory services and access to global capital markets. The firm emphasizes a strong focus on sustainability and security, ensuring that client data is protected while navigating the complexities of modern investing. Generated from the website

Premier Financial Group, located in Fort Myers, FL, is a well-established financial advisory firm that specializes in retirement income planning, tax planning, estate protection, and wealth management. With a commitment to high ethical standards and client satisfaction, the firm prioritizes trust and transparency in all client relationships. Led by founding principal James Gallagher, Premier Financial Group provides tailored financial plans designed to maximize income, optimize taxes, and ensure effective wealth transfer. The team of dedicated advisors works closely with clients to engineer integrated solutions that meet their personal financial goals. Generated from the website

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.