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) 286-5500
- Website
- local.ubs.com
- County
- Santa Clara County
About
At UBS Financial Services Inc., we help individuals and families in San Jose and across Santa Clara County plan, grow and protect their financial futures. Our team works with clients to understand their goals and build financial strategies around retirement, investments and long-term wealth.
We offer financial planning and investment guidance tailored to each client's circumstances, with a focus on clear, straightforward advice. Whether you are just beginning to save or managing a more complex portfolio, we aim to make the planning process approachable and easy to follow.
We serve clients throughout the South Bay, meeting with them in person or by phone to review progress and adjust plans as life changes.
To learn more about how we can support your financial goals, visit our website or stop by our office to start the conversation.
We offer financial planning and investment guidance tailored to each client's circumstances, with a focus on clear, straightforward advice. Whether you are just beginning to save or managing a more complex portfolio, we aim to make the planning process approachable and easy to follow.
We serve clients throughout the South Bay, meeting with them in person or by phone to review progress and adjust plans as life changes.
To learn more about how we can support your financial goals, visit our website or stop by our office to start the conversation.