Alexander Taft - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 2 Belvedere Pl Ste 220, Mill Valley, CA 94941
- Phone
- (415) 360-9467
- Website
- advisors.ubs.com
- County
- Marin County
About
Looking for financial planning in Mill Valley? Alexander Taft - UBS Financial Services Inc. offers personal financial consulting and planning to individuals and families across Marin County.
We work with clients to understand their goals, whether that means building savings, planning for retirement, or managing investments over the long term. Our approach is to listen first and explain each recommendation clearly, so you always know where your money stands and why.
We serve clients throughout Mill Valley and the wider Marin County community, meeting in person or remotely to fit your schedule.
To set up a consultation, book through our booking page, or visit our website at advisors.ubs.com/alex.taft to learn more.
We work with clients to understand their goals, whether that means building savings, planning for retirement, or managing investments over the long term. Our approach is to listen first and explain each recommendation clearly, so you always know where your money stands and why.
We serve clients throughout Mill Valley and the wider Marin County community, meeting in person or remotely to fit your schedule.
To set up a consultation, book through our booking page, or visit our website at advisors.ubs.com/alex.taft to learn more.