JNZ Group - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 305 Lytton Ave, Palo Alto, CA 94301
- Phone
- (650) 496-7458
- Website
- Searching the web…
- County
- Santa Clara County
About
JNZ Group - UBS Financial Services Inc. is a financial advisory practice in Palo Alto focused on helping clients plan and manage their finances with care and clarity. We work with individuals and families across Palo Alto and the Peninsula, offering financial consulting and planning tailored to each client's goals.
Our approach is to listen first, then build a plan that reflects your priorities, your timeline and your comfort with risk. We aim to explain every recommendation in plain language, so you always understand where your money stands and why we suggest each step.
Whether you are just starting to think about long-term planning or want a second look at an existing strategy, we are glad to help.
Book a consultation through our booking page.
Our approach is to listen first, then build a plan that reflects your priorities, your timeline and your comfort with risk. We aim to explain every recommendation in plain language, so you always understand where your money stands and why we suggest each step.
Whether you are just starting to think about long-term planning or want a second look at an existing strategy, we are glad to help.
Book a consultation through our booking page.