UBS Institutional Consulting - North Star Advisors
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 305 Lytton Ave, Palo Alto, CA 94301
- Phone
- (650) 289-7048
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
Clear planning, steady guidance, and personal attention: that's what we offer at UBS Institutional Consulting - North Star Advisors. We are a financial consulting and planning practice based in Palo Alto, serving individuals and families across Santa Clara County and the wider Bay Area.
Our work centers on financial consulting and planning, helping clients organize their goals, understand their options, and build a plan they can follow over time. We take the time to listen first, so every recommendation is tailored to your circumstances rather than a one-size-fits-all approach.
Our goal is to make complex financial decisions feel manageable, with clear explanations at every step.
To start a conversation about your financial goals, book through our booking page.
Our work centers on financial consulting and planning, helping clients organize their goals, understand their options, and build a plan they can follow over time. We take the time to listen first, so every recommendation is tailored to your circumstances rather than a one-size-fits-all approach.
Our goal is to make complex financial decisions feel manageable, with clear explanations at every step.
To start a conversation about your financial goals, book through our booking page.