Legacy Financial Services

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you and partnering to provide continuous guidance and support through every stage of life.

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

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.