Compass Investment Group - UBS Financial Services Inc. - Wellesley, Massachusetts
Address: 55 William St 3rd Floor, Wellesley, MA 02481.
Phone: 814468910.
Website: advisors.ubs.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Compass Investment Group - UBS Financial Services Inc.
Okay, here’s a comprehensive overview of Compass Investment Group – UBS Financial Services Inc., presented in a formal and helpful tone, designed to assist potential clients.
Compass Investment Group – UBS Financial Services Inc.: A Trusted Financial Partner
For individuals and families seeking expert financial planning and sophisticated investment management, Compass Investment Group – UBS Financial Services Inc. offers a distinguished and reliable service. Located in Wellesley, Massachusetts, this firm consistently demonstrates a commitment to client success and a deep understanding of the complexities of the financial landscape.
About Compass Investment Group – UBS Financial Services Inc.
Compass Investment Group operates as a division of UBS Financial Services Inc., a globally recognized leader in wealth management. This affiliation provides clients with access to a vast network of resources, cutting-edge research, and a team of highly experienced financial consultants. They operate from a professional office at:
Address: 55 William St 3rd Floor, Wellesley, MA 02481.
Phone: 814468910
Website: advisors.ubs.com
The firm’s core competencies center around providing tailored investment strategies and comprehensive financial guidance. They specialize in helping clients navigate various stages of their financial lives, including retirement planning, estate planning, education funding, and wealth preservation.
Key Features and Accessibility
Compass Investment Group prioritizes client convenience and accessibility. Here’s what you should know:
Specialties: Financial consultant and Financial planner services.
Accessibility: The office is fully wheelchair accessible, featuring a ramp, accessible parking, and a restroom.
Appointments: Appointments are recommended to ensure personalized attention and dedicated time.
Reviews: The company currently holds 1 review on Google My Business, with an impressive average opinion of 5/5, reflecting client satisfaction.
Additional Information
| Feature | Detail |
|--------------------|---------------------------------------|
| Firm Affiliation | UBS Financial Services Inc. |
| Service Focus | Wealth Management, Investment Strategies |
| Client Base | Individuals and Families |
Why Choose Compass Investment Group
Their commitment to a client-centric approach, combined with the strength and stability of UBS, makes them a strong choice for those seeking a trusted partner in their financial journey.
Final Recommendation
Given the overwhelmingly positive feedback and the firm’s commitment to accessibility and comprehensive service, Compass Investment Group – UBS Financial Services Inc. represents an excellent option for individuals seeking expert financial guidance. We highly recommend visiting their website at advisors.ubs.com to schedule a consultation and explore how their services can help you achieve your financial goals.
👍 Reviews of Compass Investment Group - UBS Financial Services Inc.
