Sonny Gulati - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 305 Lytton Ave, Palo Alto, CA 94301
- Phone
- (650) 496-7337
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
Based in Palo Alto, Sonny Gulati - UBS Financial Services Inc. offers financial consulting and financial planning for clients across Santa Clara County and the Peninsula. We help individuals and families build a clear picture of where they stand today and what they want their finances to achieve over time.
Our planning work covers the decisions that matter most, from saving and investing to preparing for retirement. We focus on personal attention, with regular conversations that keep your plan aligned with changes in your life and goals.
If you're ready to talk through your financial plans, visit our website to learn more and get in touch.
Our planning work covers the decisions that matter most, from saving and investing to preparing for retirement. We focus on personal attention, with regular conversations that keep your plan aligned with changes in your life and goals.
If you're ready to talk through your financial plans, visit our website to learn more and get in touch.