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 Guide
Main Services
Jameson Viljaste, a financial advisor at UBS Financial Services Inc., offers a range of services to help clients manage and grow their wealth. His main services include:
- Financial Consultation: Jameson provides personalized financial advice tailored to each client's unique situation, goals, and risk tolerance.
- Financial Planning: He helps clients create comprehensive financial plans that address their immediate and long-term financial needs, including retirement planning, estate planning, and tax planning.
- Investment Management: Jameson offers investment strategies designed to help clients grow their wealth while managing risk. He uses a disciplined, research-driven approach to investing.
- Donor-Advised Funds: He helps clients establish and manage donor-advised funds, which allow them to make charitable contributions in a flexible, tax-efficient, and cost-effective manner.
Location and Access
The UBS Financial Services Inc. office where Jameson Viljaste is based is conveniently located in the heart of Sewickley, Pennsylvania. The address is 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. The office is easily accessible from major roads, including Route 65 and the Pennsylvania Turnpike.
For those who prefer public transportation, the Sewickley Valley Express (Route 28X) stops nearby, providing service to and from Downtown Pittsburgh. Additionally, there are several parking options in the area, including a wheelchair-accessible car park adjacent to the building.
Featured Characteristics
Jameson Viljaste's office at UBS Financial Services Inc. is designed to provide a comfortable and convenient environment for clients. Some of the notable features of the office include:
- Wheelchair Accessibility: The office is fully wheelchair-accessible, with a designated entrance and toilet facilities for clients with mobility impairments.
- Modern Facilities: The office features modern, stylish interiors and amenities, including a comfortable waiting area and private meeting rooms.
- State-of-the-Art Technology: Jameson and his team use the latest technology and software to provide efficient and effective financial services.
Practical Information
For those interested in scheduling an appointment with Jameson Viljaste, here is some practical information:
- Phone: You can reach Jameson directly at 724-799-2574 to schedule an appointment or request more information.
- Website: To learn more about Jameson's services and UBS Financial Services Inc., visit his website.
- Appointments: It is recommended that clients schedule appointments in advance to ensure availability and to allow for adequate preparation time.
Client Reviews and Testimonials
As of now, Jameson Viljaste and UBS Financial Services Inc. have no reviews on Google My Business. However, it is worth noting that UBS is one of the world's leading wealth management firms, with a strong reputation for excellence and integrity. Clients can expect professional, personalized service and expert financial guidance from Jameson and his team.
In the future, as reviews are posted, they will be updated here to provide a more comprehensive understanding of the client experience at Jameson Viljaste - UBS Financial Services Inc.