Jeffrey Frederickson - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 750 University Ave #250, Los Gatos, CA 95032
- Phone
- (408) 918-8028
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
Jeffrey Frederickson - UBS Financial Services Inc. offers personalized financial planning, investment guidance, and wealth management: clear advice, thoughtful strategies, and long-term support: that's what we offer in Los Gatos. Our practice serves individuals and families across Los Gatos and the South Bay, helping them plan with confidence for the goals that matter most.
We focus on building a financial plan around your priorities, whether you are saving for retirement, managing investments, or preparing for the next stage of life. Each relationship starts with listening, so we can understand your situation and recommend steps that fit your needs.
Our approach emphasizes straightforward communication, so you always know where your money stands and why we recommend each decision.
You can learn more about our services and get in touch through our website.
We focus on building a financial plan around your priorities, whether you are saving for retirement, managing investments, or preparing for the next stage of life. Each relationship starts with listening, so we can understand your situation and recommend steps that fit your needs.
Our approach emphasizes straightforward communication, so you always know where your money stands and why we recommend each decision.
You can learn more about our services and get in touch through our website.