Delivering insightful advice Building on a foundation of trust
David A. Saltzman, CFP®, CIMA®, CRPC®
Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
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678-518-3629
UBS Financial Services
Deerfield Commons
12600 Deerfield Parkway, #400
Alpharetta, GA 30004
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
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