Irene Apgar, Cima - Ubs Financial Services

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

Catherine B Shaffner CPA is a professional accounting firm based in Winston Salem, NC. Specializing in tax preparation and financial consulting, the firm offers personalized services to individuals and businesses alike. With a focus on accuracy and efficiency, Catherine B Shaffner CPA helps clients navigate complex financial matters and maximize their financial well-being. Committed to providing reliable and trustworthy accounting solutions, the firm prides itself on delivering exceptional service tailored to each client's unique needs. Generated from their business information

Visit our office today located in Winston-Salem, NC. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.