Jameson Viljaste - UBS Financial Services Inc. - Sewickley, Pennsylvania

Jameson Viljaste - UBS Financial Services Inc.: A Comprehensive Overview

Main Services

• Financial consultant: Providing expert guidance on investment strategies and wealth management.
• Financial planner: Helping clients create personalized financial plans tailored to their unique needs and goals.
• Investment advice: Offering insightful recommendations on investment options to suit individual risk profiles and objectives.
• Retirement planning: Assisting clients in planning for a secure retirement through strategic investment and savings strategies.
• Estate planning: Guiding clients through the process of creating a comprehensive estate plan, including wills, trusts, and other relevant documents.

Location and Access

Jameson Viljaste - UBS Financial Services Inc. is situated at a convenient location, making it easily accessible for clients from the surrounding area. The business is located at:

Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States.

For those using GPS or mapping services, the nearest major highway is the Pennsylvania Turnpike, which provides easy access to the business from various directions. The office is also conveniently located near the intersection of PA-65 and PA-65A, making it easily accessible by car.

Once you arrive at the office, you can park in the wheelchair-accessible car park, which is located adjacent to the building. The entrance is also wheelchair-accessible, making it easy for clients with mobility issues to enter the office.

Upon entering the office, clients will find a wheelchair-accessible toilet, ensuring that their needs are catered for during their visit. Appointments are recommended, and clients are advised to book in advance to ensure availability.

Featured Characteristics

• Wheelchair-accessible car park: Ensuring that clients with mobility issues can park safely and easily.
• Wheelchair-accessible entrance: Providing easy access for clients with mobility issues to enter the office.
• Wheelchair-accessible toilet: Catering to the needs of clients with mobility issues.
• Appointments recommended: Encouraging clients to book in advance to ensure availability.
• Personalized service: UBS Financial Services Inc. is committed to providing personalized service to each client, tailored to their unique needs and goals.

Practical Information

• Phone: 724-799-2574
• Website: advisors.ubs.com
• Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States.
• Hours of operation: Please contact the office for their hours of operation.

Positive Aspects from Reviews

Unfortunately, Jameson Viljaste - UBS Financial Services Inc. has not received any reviews on Google My Business. However, the company's website provides a wealth of information about their services and expertise, and their commitment to personalized service is evident.

As a donor-advised fund (DAF) can support your favorite charities in a flexible, tax-efficient and cost-effective manner, it's worth considering how a DAF can fit into your charitable giving plans. Contact the office today to learn more about this option and how it can benefit your charitable goals.

Note: The information provided is based on the data available on the website and may not be up-to-date or accurate. It's always best to verify the information with the company directly.