77 Investment Group LLC

UBS Financial Services Inc. in Greensboro, NC is a leading wealth management firm that focuses on building lasting relationships with their clients. With a team of experienced professionals, they listen to their clients' priorities and concerns, working together to create customized strategies to help them achieve their financial goals. Their commitment to quality client service and unparalleled advice sets them apart as a primary source of financial advice. Led by Executive Director Dan Egbert, who has 25 years of experience in the wealth management business, the UBS Financial Services team in Greensboro leverages their wide breadth and depth of expertise to bring together all of the firm's resources and capabilities on behalf of their clients. With a strong emphasis on understanding their clients' needs and providing personalized solutions, UBS Financial Services is dedicated to helping individuals pursue their life goals with confidence.Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Greensboro – open by appointment only – is here for you, serving the greater Greensboro Winston-Salem area or the Piedmont Triad, including High Point and Burlington. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Welcome to Merrill Lynch in Greensboro, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.