Frederickson Capital Management - UBS Financial Services Inc.

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
750 University Ave #250, Los Gatos, CA 95032
Phone
(408) 918-8029
Website
advisors.ubs.com
County
Santa Clara County

About

For financial planning and wealth management in Los Gatos, Frederickson Capital Management - UBS Financial Services Inc. is here to help. We are a financial consulting and planning practice serving individuals and families across Los Gatos and Santa Clara County.

Our work centers on understanding your goals and building a clear, personalized plan around them. We take the time to explain each recommendation in plain language so you can make confident decisions about your money.

Our approach is thoughtful and attentive, with a focus on long-term relationships rather than one-time transactions.

Learn more and explore our services on our website.