UBS Financial Services Inc

Menlo Park, Estados Unidos

4.3

3 avaliações

Contatos

Código QR, vCard

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
Categorias:
Código QR
Baixar imagem QR Baixar vCard

Mapa

Streetview

Ativar mapa

Hoje

Hoje –
Horário local (Menlo Park) 07:15 terça-feira, 10 de junho de 2025

Horário de funcionamento

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

Locais relacionados

Explore locais semelhantes:
560
m
Merrill Lynch
333 Middlefield Rd
710
m
Harmony Venture Partners
530 Lytton Ave 2nd Fl
730
m
David Locke Breaux
228 Hamilton Ave 420 Cowper St
800
m
Stanford Federal Credit Union
525 University Ave
870
m
GW & Wade
540 Cowper St
880
m
Bank Of The West Wealth Management
531 Cowper St

Proximidades

Próximos a esta localização:
30
m
TA Associates
64 Willow Pl
100
m
BootUp World
68 Willow Rd
100
m
BootUp Ventures
68 Willod Rd
110
m
Silicon Search Partners
210 Waverley St
150
m
Yellow Cab Taxi
University Ave
170
m
Ta Associates
70 Willow Rd # 100

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!