The Zelniker Dorfman Carr & Heritage Group - UBS Financial Services

The Zelniker Dorfman Carr & Heritage Group - UBS Financial Services Inc., located in Sarasota, FL, specializes in family wealth management, focusing on high-level executives and successful entrepreneurs. Led by Albert Shih, a seasoned financial advisor, the group aims to create tailored financial strategies that ensure clients' legacies endure across generations.

With a strong foundation in economics and extensive experience as a Research Analyst, Albert Shih is dedicated to helping clients feel confident about their retirement planning and financial futures. The group embraces the UBS Wealth Way approach, which encompasses liquidity, longevity, and legacy strategies to address clients' financial needs and goals effectively.

Generated from the website