Cathy Smith - Raymond James

Gaiser Financial Group is a comprehensive retirement planning firm located in Greensboro, North Carolina, specializing in customized strategies to help clients navigate the complexities of retirement. Led by owner Bryan Gaiser, who adheres to a fiduciary standard of care, the firm offers a range of services including wealth management, tax planning, and risk management to protect and grow clients' assets. Committed to empowering the Greater Greensboro community, Gaiser Financial Group also provides free workshops and educational resources, such as a retirement planning radio program and blog. The firm focuses on holistic financial solutions and personalized service, ensuring clients can confidently prepare for their retirement goals. Generated from the website

UBS in Winston-Salem, NC, is a leading wealth management firm offering a comprehensive range of tailored investment services for distinguished investors and families, alongside asset management and advisory services for corporate clients. With a commitment to superior value and expertise, UBS aims to stand out in the financial industry through innovative solutions and a focus on sustainable impact. The firm serves diverse clients, including private individuals, intermediaries, institutional investors, and North American subsidiaries of Swiss corporations, providing insights and strategies to navigate complex financial landscapes. In addition, UBS emphasizes the importance of cybersecurity, actively protecting client information against potential fraud and unauthorized communications. Generated from the website