Ting O’Connor Private Wealth - 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) 918-8068
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
Families and retirees across San Jose turn to Ting O'Connor Private Wealth - UBS Financial Services Inc. for financial planning and wealth management that helps them pursue their long-term goals with clarity and confidence. We work with individuals and families across Santa Clara County to build personalized plans around investing, retirement and wealth preservation.
Our approach begins with listening carefully to your priorities, then translating them into a clear strategy you can follow over time. We aim to explain each recommendation in plain language so you always understand where your money is going and why.
As part of UBS Financial Services Inc., we bring the resources of a global firm to a local, personal practice rooted in the South Bay.
Book through our booking page to start a conversation about your financial future.
Our approach begins with listening carefully to your priorities, then translating them into a clear strategy you can follow over time. We aim to explain each recommendation in plain language so you always understand where your money is going and why.
As part of UBS Financial Services Inc., we bring the resources of a global firm to a local, personal practice rooted in the South Bay.
Book through our booking page to start a conversation about your financial future.