Legacy Partners Wealth Management - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 305 Lytton Ave, Palo Alto, CA 94301
- Phone
- (650) 289-7078
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
Legacy Partners Wealth Management - UBS Financial Services Inc. is a financial consulting and financial planning practice in Palo Alto, serving clients across Santa Clara County and the Peninsula. We help individuals and families look ahead, building financial plans around their goals, whether that means saving for the future, protecting what they have built, or planning for retirement.
Our advisors work with clients to understand their full financial picture before recommending any strategy. We take the time to explain each option clearly, so you can make decisions with confidence.
Our approach is personal and long-term, because we believe lasting financial success comes from a relationship built on trust.
Book a consultation through our booking page to start the conversation.
Our advisors work with clients to understand their full financial picture before recommending any strategy. We take the time to explain each option clearly, so you can make decisions with confidence.
Our approach is personal and long-term, because we believe lasting financial success comes from a relationship built on trust.
Book a consultation through our booking page to start the conversation.