Key Financial Group

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of branches and offices nationwide; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; personalized service and resources to help grow and manage wealth; and a nationwide direct bank. Discover more at firstcitizens.com.

Retirement & Estate Planning Partners is a financial services firm based in Hendersonville, NC. Specializing in retirement and estate planning, the company offers personalized solutions to help clients achieve their long-term financial goals. With a focus on comprehensive financial strategies, Retirement & Estate Planning Partners assists individuals and families in navigating the complexities of retirement planning and wealth management. Generated from their business information

UBS Financial Services in Hendersonville, NC, offers a comprehensive range of wealth management, asset management, and investment banking services tailored to meet the needs of distinguished investors, families, and corporate clients. With a commitment to delivering superior value, UBS emphasizes expertise, tailored advice, and robust execution to enhance client success while contributing positively to society. The firm focuses on providing insights and strategies in response to global market dynamics, including geopolitical uncertainty and wealth transfer trends. UBS also prioritizes cybersecurity, ensuring the safety of client data while reinforcing its dedication to quality service and sustainable impact within the financial industry. Generated from the website