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
- advisors.ubs.com
- County
- Santa Clara County
About
JNZ Group - UBS Financial Services Inc. is a financial consulting and planning practice in Palo Alto serving clients across Santa Clara County. We provide personalized financial planning and advisory services to individuals and families looking to build, manage and protect their wealth.
Our approach begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation reflects your own circumstances. As advisors with UBS Financial Services, we bring the resources of a large global firm together with the close, individual attention of a local practice.
Whether you are planning for retirement, reviewing an existing portfolio or seeking guidance on a major financial decision, we are glad to talk through your options.
Learn more on our website, or call or stop by to set up a conversation.
Our approach begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation reflects your own circumstances. As advisors with UBS Financial Services, we bring the resources of a large global firm together with the close, individual attention of a local practice.
Whether you are planning for retirement, reviewing an existing portfolio or seeking guidance on a major financial decision, we are glad to talk through your options.
Learn more on our website, or call or stop by to set up a conversation.