Larry Callender - UBS Financial Services Inc. is a Houston-based wealth management firm that helps clients pursue their financial goals by providing personalized financial planning and investment strategies. With a team of experienced professionals, they offer a comprehensive approach to financial planning, focusing on areas such as asset allocation, retirement planning, estate planning, and long-term care planning.
Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Larry Callender - UBS Financial Services Inc. utilizes a team approach and goals-based planning to create customized solutions for each client's unique needs. Their investment management process is centered on long-term goals and proper risk management, aiming to help clients achieve their financial objectives.
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