James Lugannani - UBS Financial Services Inc. - San Francisco, CA

James Lugannani – UBS Financial Services Inc.

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For individuals and families seeking comprehensive financial planning and expert financial consulting, James Lugannani at UBS Financial Services Inc. presents a valuable resource. Located in the heart of San Francisco, Mr. Lugannani offers a personalized approach to wealth management, catering to a diverse clientele with varying financial goals. This overview will detail his firm’s location, contact information, specialties, and relevant details for prospective clients.

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Location and Contact Information

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UBS Financial Services Inc. – James Lugannani’s office is strategically situated within the prestigious 555 California Street building. Specifically, the office occupies floors 32 through 34, and parts of the 46th floor, providing a prominent and accessible location in San Francisco, California. The full address is 555 California Street, 32nd/34th /46th Floor, San Francisco, CA 94104, United States. Clients can easily reach Mr. Lugannani by phone at 415-954-5956. His website, advisors.ubs.com, provides further details about his services, investment strategies, and professional background.

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Specialties and Services

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James Lugannani specializes in providing tailored financial consulting and comprehensive financial planning services. His expertise extends across a broad spectrum of financial needs, including:

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• Investment Management: He assists clients in developing and implementing investment portfolios aligned with their risk tolerance and financial objectives.

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• Retirement Planning: Mr. Lugannani helps clients strategically plan for a secure and comfortable retirement, considering factors such as income, expenses, and potential healthcare costs.

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• Estate Planning: He collaborates with legal professionals to develop estate plans that ensure assets are distributed according to clients’ wishes and minimize potential tax liabilities.

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• Tax Planning: Mr. Lugannani works with clients to identify tax-efficient strategies and minimize their overall tax burden.

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• Wealth Preservation: He focuses on safeguarding clients’ wealth for future generations through proactive risk management and diversification.

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Essentially, he offers a holistic approach to managing a client's financial life, recognizing the interconnectedness of various financial disciplines.

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Accessibility and Amenities

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UBS Financial Services Inc. – James Lugannani’s office is committed to providing a comfortable and accessible environment for all clients. Key accessibility features include a wheelchair-accessible entrance and a wheelchair-accessible toilet. Additionally, the building offers standard restroom facilities. Appointments are highly recommended to ensure sufficient time for a thorough discussion of a client’s needs and goals. These appointments allow for a deeper understanding of the client’s situation and the development of a customized financial plan.

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Client Feedback and Reputation

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Currently, James Lugannani’s UBS Financial Services Inc. has 0 reviews on Google My Business. This indicates a relatively new or developing online presence in terms of client feedback. The average opinion is 0/5, reflecting the lack of publicly available reviews at this time. However, this does not necessarily reflect the quality of his services. It’s advisable to seek independent verification of his performance through referrals or other sources.

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Additional Points of Interest

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UBS Financial Services Inc. is a globally recognized leader in wealth management. James Lugannani leverages the resources and expertise of this prestigious firm to provide his clients with unparalleled service and support. He prioritizes building long-term relationships based on trust, transparency, and a shared commitment to financial success. Clients can expect a professional, attentive, and dedicated advisor who is deeply invested in their well-being. Further information on UBS’s overall philosophy and commitment to client service can be found on their website. The firm emphasizes a client-centric approach, understanding that each individual’s financial situation and goals are unique. James Lugannani’s role within UBS is to translate this global expertise into personalized solutions for his clients. He regularly stays abreast of market trends and industry developments to ensure his clients receive the most informed and strategic advice.

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Key Takeaways: If you're seeking a seasoned financial advisor in San Francisco, James Lugannani at UBS offers a strong foundation of expertise and resources. While the current online review presence is limited, his affiliation with a reputable firm and commitment to accessibility suggest a potentially beneficial partnership for those navigating complex financial decisions. Consider scheduling an appointment to discuss your specific needs and explore how his services can contribute to your long-term financial goals.

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"summary": "James Lugannani at UBS Financial Services Inc. provides comprehensive financial consulting and planning services from a prime San Francisco location, offering personalized solutions and leveraging the resources of a global financial institution.",
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