Miller, James Agt

UBS in Lafayette, LA offers personalized financial advice and tailored investment solutions through the expertise of Linda A. Malin, a Certified Financial Planner and Wealth Advisor. With a focus on understanding clients' goals and priorities, UBS aims to provide comprehensive financial planning to help individuals and institutions achieve their financial success. Through a commitment to building meaningful relationships and delivering relevant advice, UBS in Lafayette emphasizes a client-centric approach to financial planning, offering insights on market outlooks, lending solutions, and comprehensive wealth management strategies. With a dedication to addressing clients' most important priorities, UBS strives to empower individuals and institutions to own their financial worth and work towards their long-term goals.Generated from the website

I’ve gotten to know many local families as an Allstate agent in Lafayette. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the solutions that meet your needs.I’m committed to helping Lafayette residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I’m available to answer your questions. If you’re already a customer, I’m ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency in Lafayette today.

UBS Financial Services, operating in Lafayette, LA, provides a comprehensive suite of wealth management and asset management solutions tailored for distinguished investors, families, and corporate clients. With a robust investment banking division, UBS offers advisory services, research, and access to global capital markets, helping businesses navigate their financial challenges effectively. The firm emphasizes the importance of client relationships while focusing on sustainable business practices and contributing to societal impact. Committed to excellence, UBS aims to create superior value for its clients, shareholders, and employees through expertise, insights, and a strong operational foundation. Generated from the website