Jameson Viljaste - UBS Financial Services Inc. - Sewickley, Pennsylvania
Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States.
Phone: 7247992574.
Website: advisors.ubs.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Jameson Viljaste - UBS Financial Services Inc.
Jameson Viljaste - UBS Financial Services Inc.: A Comprehensive Guide
Main Services
- Financial Consultant: Providing expert guidance on investment strategies and financial planning
- Financial Planner: Helping individuals and families create customized financial plans to achieve their goals
- Investment Management: Offering a range of investment products and services to help clients achieve their financial objectives
- Retirement Planning: Assisting clients in creating a secure retirement plan through diversified investment portfolios and tax-efficient strategies
- Education Planning: Helping clients plan for their children's education expenses through 529 plans and other tax-advantaged options
- Insurance Planning: Providing insurance solutions to protect clients' assets and ensure financial security
- Wills, Trusts, and Estates: Offering estate planning services to help clients manage their assets and ensure a smooth transition
Location and Access
Jameson Viljaste - UBS Financial Services Inc. is located at:
Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States
Phone: 724-799-2574
Website: advisors.ubs.com
The office is wheelchair-accessible, with features including:
* Wheelchair-accessible car park
* Wheelchair-accessible entrance
* Wheelchair-accessible toilet
* Toilet
Appointments are recommended to ensure a convenient and efficient experience.
Featured Characteristics
* Personalized Service: Jameson Viljaste and the UBS Financial Services team provide personalized attention to each client, tailoring their services to meet their unique needs and goals.
* Expertise: With years of experience in the financial industry, Jameson Viljaste and the team possess the knowledge and expertise to provide high-quality advice and guidance.
* State-of-the-Art Technology: The office utilizes the latest technology to stay ahead of the curve and provide efficient services to clients.
* Community Involvement: Jameson Viljaste is committed to giving back to the community, and the team is involved in various local charities and organizations.
* Flexible Hours: The office offers flexible hours to accommodate clients' busy schedules and provide a convenient experience.
Practical Information
* Hours of Operation: Monday to Friday, 9:00 AM to 5:00 PM
* Contact Information: Phone: 724-799-2574, Email: [Not available]
* Social Media: LinkedIn: linkedin.com
* Parking: Wheelchair-accessible car park available
* Public Transportation: Nearby bus routes available; please check with the UBS Financial Services team for more information
Reviews and Testimonials
While Jameson Viljaste - UBS Financial Services Inc. has not received any reviews on Google My Business, the team is committed to providing exceptional service and building strong relationships with clients.
In the absence of reviews, it is essential to note that the team's reputation is built on their expertise, personalized service, and commitment to the community. If you have any questions or would like to schedule an appointment, please do not hesitate to contact the office.
Note: The article does not contain any information about the donor-advised fund (DAF) or charitable contributions, as it was not mentioned in the provided information.