Sherman, John Agt

Kira, Kira, Morris, and Bates Wealth Management Group is a team of experienced financial advisors based in Riverside, CA. They prioritize their clients' best interests and take the time to understand their unique needs and goals, offering personalized retirement plans and wealth management strategies. With a focus on integrity, prudence, and accessibility, they provide services such as risk management, insurance planning, and estate planning to help clients achieve financial success. Led by Senior Vice Presidents Michael Bates, Scott Morris, Susan Kira, and Vice President Michael Kira, the team brings a wealth of knowledge and expertise to their clients. They have extensive experience in the financial industry and hold various certifications, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Exit Planning Advisor (CEPA). Committed to delivering responsive personal service, they work closely with clients to develop and execute tailored financial strategies that align with their unique priorities.Generated from the website

UBS AG is a prominent financial institution located in Riverside, California, offering a range of financial services through its subsidiaries. Clients have access to UBS Financial Services Inc. and UBS Bank USA, ensuring a comprehensive suite of banking and investment solutions to meet diverse financial needs. The company emphasizes a seamless user experience, providing alternative access options for clients should any technical issues arise. This dedication to client support highlights UBS AG's commitment to delivering reliable financial services in an ever-evolving market. Generated from the website