James R. Wilson - UBS Financial Services Inc. - Atlanta, Georgia
Address: 3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326, United States.
Phone: 4047603355.
Website: advisors.ubs.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of James R. Wilson - UBS Financial Services Inc.
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James R. Wilson – UBS Financial Services Inc.: A Comprehensive Overview
For individuals and families seeking comprehensive financial planning and expert financial consulting services, James R. Wilson at UBS Financial Services Inc. presents a valuable resource. Mr. Wilson operates from the 28th floor of 3560 Lenox Rd NE, Atlanta, GA 30326, United States, and can be reached at 404-760-3355. His website, advisors.ubs.com, provides further details about his services and credentials.
Key Characteristics & Specializations: James R. Wilson specializes in providing tailored financial solutions to a diverse clientele. As a financial consultant and financial planner, he assists clients with a range of needs, including retirement planning, investment management, estate planning, and risk management. His experience within UBS Financial Services Inc. allows him to leverage the firm’s extensive resources and sophisticated investment strategies, offering clients access to a broad portfolio of products and services.
Location & Accessibility: The office is conveniently located in the heart of Atlanta. Notably, the office building is designed with accessibility in mind. Specifically, it offers a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Additionally, standard restrooms are available. Appointments are highly recommended to ensure Mr. Wilson can dedicate the necessary time to understand each client’s unique circumstances.
Additional Points of Interest: Beyond the accessibility features, UBS generally provides a professional and welcoming environment. Clients can expect a dedicated and attentive service experience.
Current Feedback: Currently, James R. Wilson’s profile on Google My Business has 0 reviews. This signifies a relatively new or emerging profile and an opportunity for clients to share their experiences.
Average Opinion: Due to the lack of reviews, the average opinion is currently 0/5. This does not reflect a current opinion, but rather a state of no feedback at this time.
Service Area | Description |
---|---|
Retirement Planning | Developing strategies for a secure and comfortable retirement. |
Investment Management | Creating and managing investment portfolios aligned with client goals. |
Estate Planning | Assisting with the efficient transfer of assets and the creation of estate plans. |
Risk Management | Identifying and mitigating financial risks. |
Recommendation: Given Mr. Wilson's expertise within a reputable firm like UBS, and his commitment to providing personalized financial guidance, we strongly recommend exploring his services further. To learn more about his approach, discuss your specific needs, and schedule an initial consultation, we encourage you to visit his website at advisors.ubs.com.