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Home > Financial Planner Directory > California > Long Beach > Teri Harmon, CFP®, CIMA, CRPC,CDF
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Teri Harmon, CFP®, CIMA, CRPC,CDF

UBS Financial Services, Inc

301 E Ocean Blvd
#1650
Long Beach, CA 90802
Phone: (805) 693-8822

Toll-free: (800) 931-0517

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Banking
  • Asset Allocation
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

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