UBS Financial Services Inc

Menlo Park, Estados Unidos

4.3

3 avaliações

Contatos

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Telefone
+1 650-233-7000
Endereço:
64 Willow Place Suite 200, Menlo Park, CA, 94025
Paradas e estações próximas de transporte público:
940 mPalo Alto
1000 mPalo Alto Transit Center
1.2 kmWillow Road & Coleman Avenue
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Hoje

Hoje –
Horário local (Menlo Park) 04:02 quarta-feira, 11 de junho de 2025

Horário de funcionamento

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terça-feira –
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quinta-feira –
sexta-feira –
sábado –
domingo –

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3 avaliações para UBS Financial Services Inc

Não exige registro
Classificação do local: 4
Menlo Park, CA
Chris Parker over there has been a rock star for me (I should plug Lisa Ball as well, who works behind the scenes). Super attentive, responsive, patient, totally on the ball. He proactively contacts me to catch up regularly — which I need, and appreciate. He gets my goals and investment style, and has given me sound guidance. Highly recommended.
Classificação do local: 5
Boulder Creek, CA
I have had many financial advisors before, but this is the first firm that I feel great about having on my side. Chris Parker, the rep I deal with is outstanding. I have had everything explained to me and Chris calls me about once a quarter to ask me if everything is going ok with the account. He also has me in for a yearly review.
The performance of my account is also very good — even in a down market, as that is where the rubber hits the road.
VERY GOOD
Classificação do local: 4
Ewa Beach, HI
The people here are very polite though I wasn’t quite expecting a younger guy to be handling my account (fresh college grad?). Very thorough and explained all the options available to me and made some suggestions based on my future plans/​goals.
On a side note, I can now say I have a Swiss account. YAY!