Lakeshore Partners - Ubs Financial Services

Call
Website

Advertisement

1255 Treat Blvd
Walnut Creek, CA 94597
+1 (866) 500-4875
http://www.pifsl.com

Zhong Wealth Management Group, part of UBS Financial Services in Walnut Creek, CA, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients with international ties, particularly in Asia. Led by Managing Director Joanne Zhong, the team is dedicated to fostering long-term relationships while offering customized financial strategies that encompass investment, estate planning, and risk management.

Danyi Gu, as a Wealth Management Associate, supports the team's mission by managing complex cross-border regulations and client onboarding processes. With a focus on international stock transfers and fiscal compliance, the team emphasizes attention to detail and personalized service to address the unique financial needs of their clientele.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

ATM

Alpha Loans & Omega Realty Inc

Alpha Loans & Omega Realty Inc, operating under Alpha Funding, has been a trusted capital partner in the real estate industry since 2007, funding over $1 billion in loans nationwide. With a strong focus on customer service, the family-owned company prides itself on building long-lasting relationships with borrowers, brokers, and referral partners, stemming from a commitment to reliability and communication. Offering various financing programs such as Fix and Flip, New Construction, and Cash-Out Refinance, the Alpha team is dedicated to supporting investors throughout every stage of their projects. Their approach, known as "The Alpha Way," emphasizes service, trust, respect, integrity, value, and excellence, making them a prominent leader among hard money lenders. Generated from the website

Bruzzone Choy Group - Ubs Financial Services

Visit our office today located in Walnut Creek, CA. 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›California›Walnut Creek›Lakeshore Partners - Ubs Financial Services

Advertisement