The Saxe Group - 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
The Saxe Group - UBS Financial Services Inc. brings personal financial consulting and planning to Palo Alto and the surrounding Santa Clara County community. We help individuals and families look at their full financial picture and build plans around the goals that matter most to them.
Our work covers financial planning and consulting, with guidance tailored to each client's circumstances and priorities. We take the time to understand where you are today and where you want to go, then work with you on clear, practical next steps.
Our team serves clients across Palo Alto and nearby Silicon Valley communities, bringing a thoughtful, personal approach to every relationship.
To learn more about how we can help, visit our website or stop by to start a conversation.
Our work covers financial planning and consulting, with guidance tailored to each client's circumstances and priorities. We take the time to understand where you are today and where you want to go, then work with you on clear, practical next steps.
Our team serves clients across Palo Alto and nearby Silicon Valley communities, bringing a thoughtful, personal approach to every relationship.
To learn more about how we can help, visit our website or stop by to start a conversation.