Senna Wealth Management Group - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1255 Treat Blvd #1000, Walnut Creek, CA 94597
- Phone
- (925) 746-6337
- Website
- advisors.ubs.com
- County
- Contra Costa County
About
For financial planning and wealth management in Walnut Creek, Senna Wealth Management Group - UBS Financial Services Inc. is here to help. We are a financial consulting and planning practice serving individuals and families across Walnut Creek and the East Bay.
Our work centers on building a clear, personalized financial plan around your goals, so you know where you stand and where you are headed. Clients tell us they feel they are in good hands with our team, and that trust is something we work hard to earn every day.
We take the time to listen, explain the options in plain language, and keep you informed as your circumstances change. Whether you are just starting to plan for the future or refining an existing strategy, we would welcome the chance to talk with you.
Learn more and get started through our website.
Our work centers on building a clear, personalized financial plan around your goals, so you know where you stand and where you are headed. Clients tell us they feel they are in good hands with our team, and that trust is something we work hard to earn every day.
We take the time to listen, explain the options in plain language, and keep you informed as your circumstances change. Whether you are just starting to plan for the future or refining an existing strategy, we would welcome the chance to talk with you.
Learn more and get started through our website.