Jameson Viljaste - UBS Financial Services Inc. - Sewickley, Pennsylvania

Introduction to Jameson Viljaste at UBS Financial Services Inc.

Jameson Viljaste, a seasoned financial consultant and planner, operates from the Sewickley office of UBS Financial Services Inc., a global leader in wealth management. UBS's Sewickley branch, located at 2200 Georgetowne Dr #600, offers a wide range of financial services to help clients navigate the complexities of today's markets and make informed decisions about their wealth.

Main Services

• Wealth Management: UBS provides comprehensive wealth management services, tailored to each client's unique financial goals and circumstances. This includes investment planning, retirement planning, and estate planning.
• Investment Services: The firm offers a range of investment services, from actively managed portfolios to passive strategies, designed to help clients achieve their financial objectives.
• Retirement Planning: UBS helps clients plan for retirement by creating personalized strategies that address their specific needs and goals, whether that's planning for retirement or managing assets in retirement.
• Estate and Legacy Planning: UBS works with clients to develop strategies for preserving and transferring wealth to future generations, including will preparation, trust and estate administration, and philanthropic planning.
• Charitable Giving: As mentioned in their website description, UBS can help clients make tax-efficient and cost-effective charitable contributions using donor-advised funds (DAFs).

Location and Access

The Sewickley office of UBS Financial Services Inc. is situated at 2200 Georgetowne Dr #600, in the heart of Sewickley's business district. The office is easily accessible by car, with ample parking available on-site. For public transportation users, the Sewickley Valley Railroad Station is approximately a 15-minute walk away.

For those with mobility impairments, the office is wheelchair-accessible, with a designated parking space, wheelchair-accessible entrance, and a wheelchair-accessible toilet.

Featured Characteristics

• Global Reach: As part of the UBS group, the Sewickley office can leverage the firm's global network to provide clients with international financial services and insights.
• Expertise: Jameson Viljaste and his team bring a wealth of experience and knowledge to the table, with a commitment to helping clients achieve their financial goals.
• Personalized Approach: UBS takes a personalized approach to wealth management, working closely with clients to understand their unique financial needs and objectives.
• Technology-Driven Solutions: The firm uses advanced technology and digital tools to enhance the client experience and provide real-time market insights and portfolio management.

Practical Information

The office can be reached by phone at 724-799-2574, and appointments can be scheduled through their website. Appointments are recommended, as mentioned in their other points of interest, to ensure that clients receive the full attention and support they deserve.

The office is open from Monday to Friday, 9:00 AM to 5:00 PM, but their team can often accommodate clients outside of these hours by appointment. It's recommended to contact the office directly for the most up-to-date information on their hours of operation and to schedule a consultation.

Opinions and Average Rating

As of now, there are no reviews for Jameson Viljaste or UBS Financial Services Inc. on Google My Business. However, this lack of reviews does not necessarily reflect negatively on the quality of their services. It could simply indicate that the firm's clients value their privacy and discretion, which is common in the wealth management industry.

In the absence of client reviews, it's challenging to provide an average opinion or rating. However, the firm's reputation, global presence, and the expertise of its team suggest that clients can expect a high level of professionalism and competence in their wealth management services.