Sara Saxe - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 305 Lytton Ave, Palo Alto, CA 94301
- Phone
- (650) 289-7088
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
Whether you're planning for retirement or looking to grow and protect your savings, Sara Saxe - UBS Financial Services Inc. offers financial planning and investment guidance tailored to you. We work with individuals and families in Palo Alto and across the Peninsula, helping them organize their finances around the goals that matter most to them.
Our services cover financial consultation and planning, with a focus on building a clear, practical strategy for each client's situation. We take the time to understand your priorities, answer your questions in plain language, and adjust the plan as your life changes.
Learn more about our services on our website, or give us a call to set up a conversation.
Our services cover financial consultation and planning, with a focus on building a clear, practical strategy for each client's situation. We take the time to understand your priorities, answer your questions in plain language, and adjust the plan as your life changes.
Learn more about our services on our website, or give us a call to set up a conversation.