Team Agt - Ubs Financial Services

Visit our office today located in Plano, TX. 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.

Raber Wealthcare Associates is a team of experienced financial advisors based in Plano, TX. Led by Ryan Raber, a Senior Vice President with over 26 years of industry experience, the team is dedicated to providing personalized financial advice and strategies tailored to each client's needs. They specialize in retirement income planning, municipal bond strategies, college planning, and tax minimization strategies, among others. With a commitment to quality client service and extensive wealth management experience, Raber Wealthcare Associates is a trusted source for individuals seeking long-term financial solutions. Megan Strnadel, a CERTIFIED FINANCIAL PLANNER, is the dedicated planner on the team, responsible for building comprehensive financial plans and ensuring clients have a clear understanding of their goals and how to achieve them. With a deep understanding of various planning strategies and solutions, Megan works closely with clients to bridge the gap between their current financial situation and their desired outcomes. Supported by Kathy Schildt, a Senior Client Associate with over 32 years of experience in the securities industry, Raber Wealthcare Associates offers efficient and reliable administrative support to address any questions or issues that may arise. Generated from the website

Judge Fite Insurance, located in Plano, TX, offers a comprehensive range of insurance solutions including homeowners, auto, commercial, and life insurance, ensuring protection for both individuals and businesses. The company is committed to providing superior service before and after policy issuance, assisting clients with questions and claims throughout their insurance journey. With a focus on convenience, Judge Fite Insurance simplifies the process of finding the best rates by drawing from multiple insurance carriers, allowing customers to receive quotes in just minutes. Their dedication to client satisfaction highlights their role as a reliable insurance concierge, focused on fostering confidence for a secure future. Generated from the website