UBC Wealth Management
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
18968 SW 80th Ct, Miami, Florida, 33157,...Phone Number
(305) 301-7760Website
www.ubcwealthmanagement.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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1
About UBC Wealth Management
UBC Wealth Management is a financial firm based in Miami, Florida, specializing in tailored retirement planning and wealth management services. The firm focuses on assisting professionals and small business owners in developing long-term financial strategies, including asset protection, wealth accumulation, and retirement income planning. Led by fiduciary Oscar Vega, UBC Wealth Management emphasizes personalized service and ethical practices to ensure clients' best interests are prioritized. Their comprehensive offerings also include investment management, legacy planning, tax minimization strategies, and insurance solutions.Explore more
UBC Wealth Management Org Chart
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UBC Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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UBC Wealth Management is a financial firm based in Miami, Florida, specializing in tailored retirement planning and wealth management services. The firm focuses on assisting professionals and small business owners in developing long-term financial strategies, including asset protection, wealth accumulation, and retirement income planning. Led by fi... Read More
