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Home > Financial Planner Directory > Georgia > Alpharetta > David A. Saltzman, CFP®, CIMA, CRPC

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David A. Saltzman, CFP®, CIMA, CRPC

UBS Financial Services

12600 Deerfield Pkwy
Ste 400
Alpharetta, GA 30004
Phone: (678) 518-3629

Toll-free: (800) 243-2123

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
Banking
Charitable & Planned Giving
Investment Management
Estate Planning
Employee Benefits
Insurance
Retirement
Stocks & Bonds
Long-term Care

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