Silicon Valley Investment Group - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 355 Santana Row Ste 2050, San Jose, CA 95128
- Phone
- (408) 282-8481
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
For financial planning and investment advice in San Jose, Silicon Valley Investment Group - UBS Financial Services Inc. is here to help. We are a financial consulting and planning practice serving San Jose and families across Santa Clara County and the South Bay.
Our work centers on helping clients build a clear picture of their finances and put a long-term investment strategy in place. We take the time to understand each client's goals, whether that means saving for retirement, growing a portfolio, or planning for the next stage of life.
Our approach is personal and straightforward, with the aim of keeping you informed at every step.
Book a consultation through our booking page.
Our work centers on helping clients build a clear picture of their finances and put a long-term investment strategy in place. We take the time to understand each client's goals, whether that means saving for retirement, growing a portfolio, or planning for the next stage of life.
Our approach is personal and straightforward, with the aim of keeping you informed at every step.
Book a consultation through our booking page.