Ellice Papp, CIMA - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 305 Lytton Ave, Palo Alto, CA 94301
- Phone
- (650) 496-7407
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
For financial planning and investment guidance in Palo Alto and the Peninsula, Ellice Papp, CIMA - UBS Financial Services Inc. is here to help. We work with individuals and families in Palo Alto and across Santa Clara County to build clear, personalized plans for saving, investing and long-term financial goals.
Our services are centered on financial consulting, helping you understand where you stand today and what steps can move you toward the future you want. We take the time to listen closely to your priorities, and we aim to explain each recommendation in plain terms so you can make decisions with confidence.
Whether you are planning for retirement, managing investments or thinking through a major financial change, we are committed to steady, thoughtful guidance. We welcome new clients from the surrounding communities and look forward to learning about your goals.
Book a consultation through our booking page.
Our services are centered on financial consulting, helping you understand where you stand today and what steps can move you toward the future you want. We take the time to listen closely to your priorities, and we aim to explain each recommendation in plain terms so you can make decisions with confidence.
Whether you are planning for retirement, managing investments or thinking through a major financial change, we are committed to steady, thoughtful guidance. We welcome new clients from the surrounding communities and look forward to learning about your goals.
Book a consultation through our booking page.