Jay Family Partners - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1255 Treat Blvd #1000, Walnut Creek, CA 94597
- Phone
- (925) 746-0251
- Website
- advisors.ubs.com
- County
- Contra Costa County
About
Families across Walnut Creek and the East Bay turn to Jay Family Partners - UBS Financial Services Inc. for personal financial planning and investment guidance that keeps long-term goals on track. We work with individuals and families to build plans around retirement, savings and the investments that support them.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We take the time to explain each step clearly, so you always know what your plan is doing and why.
Our practice is rooted in Walnut Creek and serves clients throughout Contra Costa County and the wider East Bay.
To learn more, visit our website or stop by to start the conversation.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We take the time to explain each step clearly, so you always know what your plan is doing and why.
Our practice is rooted in Walnut Creek and serves clients throughout Contra Costa County and the wider East Bay.
To learn more, visit our website or stop by to start the conversation.