Morrisette, Alec

UBS Financial Services in Chapel Hill, NC is a leading wealth management firm that focuses on building lasting relationships with their clients. They prioritize understanding their clients' priorities and concerns, working together to create customized strategies to help them confidently pursue their life goals. With a commitment to quality client service, UBS Financial Services aims to be their clients' primary source of financial advice. Their team of experienced professionals, including Alexis Blanks and Karla Flick, are dedicated to developing long-term relationships and providing quality strategies tailored to their clients' needs.Generated from the website

Iron Dukes, located in Chapel Hill, NC, is a leading retirement and executive benefits consulting firm that specializes in designing and maintaining world-class retirement programs for businesses. With a consultative approach, they work closely with clients to customize programs that meet the unique needs of their employees, becoming long-term business partners dedicated to exceeding expectations. Using a proprietary five-step process, Iron Dukes helps companies compare and select the most suitable retirement plan, offering ongoing education and analysis for both employers and employees. Their expertise extends to various areas, including 401(k) plans, profit sharing plans, key person life insurance, and more, ensuring comprehensive support in navigating the complex landscape of retirement and executive benefits.Generated from the website

HCW Retirement & Financial Service is a Chapel Hill-based company that specializes in designing and maintaining retirement and executive benefits programs for businesses. With a consultative approach, they work closely with clients to customize programs that meet the needs of their employees, offering ongoing education and analysis for both employers and employees. With a dedicated team and a proprietary five-step process, HCW Retirement & Financial Service helps companies compare and decide on the right retirement plan for their business. They have expertise in various areas, including 401(k) plans, profit sharing plans, key person life insurance, and more.Generated from the website