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.: Comprehensive Overview
Main Services
UBS Financial Services Inc., under the leadership of Financial Consultant and Planner Jameson Viljaste, offers a range of services tailored to help clients achieve their financial goals. Their primary services include:
- Financial Consulting: Jameson Viljaste provides personalized financial advice, helping clients navigate complex financial landscapes and make informed decisions.
- Financial Planning: The team at UBS Financial Services Inc. develops comprehensive financial plans, aligning clients' financial goals with their values and circumstances.
- Donor-Advised Funds (DAF): They guide clients through the process of establishing and managing DAFs, offering a flexible, tax-efficient, and cost-effective way to support favorite charities.
Location and Access
The UBS Financial Services Inc. office of Jameson Viljaste is situated at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States, offering clients easy access to a professional and inviting environment.
- Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States
- Phone: 724-799-2574
- Website: advisors.ubs.com
The office is conveniently located near major transportation routes, with ample parking available for clients. The building offers wheelchair-accessible facilities, including a car park, entrance, and toilet, ensuring accessibility for all clients.
Featured Characteristics
UBS Financial Services Inc. stands out among financial service providers due to several unique characteristics:
- Personalized Service: Jameson Viljaste and his team pride themselves on providing tailored financial solutions that cater to each client's unique needs and circumstances.
- Global Reputation: UBS, a leading global financial institution, brings extensive experience and a strong track record to the table, instilling confidence in clients.
- Comprehensive Approach: The team at UBS Financial Services Inc. takes a holistic approach to financial planning, considering all aspects of a client's financial life and aligning them with their long-term goals.
Practical Information
For those considering visiting the UBS Financial Services Inc. office of Jameson Viljaste, here are some practical details to keep in mind:
- Appointment Recommended: While walk-ins are welcome, scheduling an appointment ensures clients receive undivided attention and maximizes the efficiency of their visit.
- Neighborhood: The office is located in the picturesque and historic neighborhood of Sewickley, offering clients a pleasant environment in which to discuss their financial affairs.
- Nearby Amenities: Several dining and shopping options are nearby, allowing clients to combine their visit with other errands or social engagements.
Client Reviews and Testimonials
Though there are currently no reviews of Jameson Viljaste - UBS Financial Services Inc. on Google My Business, the global reputation of UBS and the personalized service offered by the team inspire confidence. As client reviews accumulate, it is expected that the high level of service and professionalism will be reflected in their feedback.
Average opinion: N/A/5