Jim Mead, CFP, Cima, Cepa - Ubs Financial Services

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600 SW Columbia St
Bend, OR 97702
+1 (541) 322-6132
https://advisors.ubs.com

UBS Financial Services Inc., located in Bend, OR, specializes in wealth management, asset management, and investment banking services for distinguished investors, families, and institutional clients. The firm aims to deliver tailored advice and investment solutions, ensuring superior value for clients, shareholders, and employees.

With a strong commitment to understanding market trends and client needs, UBS offers various resources, including insights on global wealth dynamics and strategic market outlooks. The firm places a high priority on cybersecurity and client protection, particularly in light of evolving financial landscapes and potential fraud risks.

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UBS is a leading global wealth manager and the largest universal bank in Switzerland, offering a comprehensive suite of financial services, investment solutions, and personalized advice tailored to meet the needs of discerning investors and families. The firm is recognized for its strength and stability, with significant capital reserves and an extensive range of investment capabilities across both traditional and alternative asset classes. In addition to wealth management, UBS provides informed advice and tailored solutions through its investment bank and asset management divisions, catering to corporate, institutional, and professional investors. The firm's commitment to client relationships and innovative financial strategies reflects its dedication to helping clients achieve their financial goals on a global scale. Generated from the website

Keith Rivera, Cima - Ubs Financial Services

Visit our office today located in Bend, OR. 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.

Timothy Galvin - Ubs Financial Services

Visit our office today located in Bend, OR. 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.
United States›Oregon›Bend›Jim Mead, CFP, Cima, Cepa - Ubs Financial Services