John Lucas - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 2 Belvedere Pl Ste 220, Mill Valley, CA 94941
- Phone
- (415) 360-9462
- Website
- advisors.ubs.com
- County
- Marin County
About
Whether you need help planning for retirement or managing investments you already hold, John Lucas - UBS Financial Services Inc. offers financial planning and investment advice tailored to you. We are a financial consultant and financial planner based in Mill Valley, serving clients across Marin County and the wider North Bay.
Our work begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation fits your situation. We take the time to explain each step clearly, so you always know what we are doing with your money and why.
Whatever stage of life you are in, we aim to build a plan you can rely on and revisit as your needs change.
Book online through our website to schedule a conversation about your financial future.
Our work begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation fits your situation. We take the time to explain each step clearly, so you always know what we are doing with your money and why.
Whatever stage of life you are in, we aim to build a plan you can rely on and revisit as your needs change.
Book online through our website to schedule a conversation about your financial future.