Wilson & Associates - UBS Financial Services Inc. - San Francisco, California

Introduction to Wilson & Associates - UBS Financial Services Inc.

For individuals and families seeking comprehensive financial consulting and planning services, Wilson & Associates – UBS Financial Services Inc. presents a notable option. Located in the heart of San Francisco’s financial district, this firm offers personalized advice and wealth management solutions. This detailed overview will delve into the firm’s location, services, and key attributes, providing prospective clients with a well-rounded understanding of what Wilson & Associates – UBS Financial Services Inc. has to offer. The firm’s dedication to client success is evident in their approach to building long-term relationships and navigating the complexities of the financial landscape.

Location and Contact Information

Wilson & Associates – UBS Financial Services Inc. operates from a prestigious address at 555 California St Suite 3200, San Francisco, CA 94104, United States. This central location allows them to efficiently serve clients both locally and nationally. Clients can easily reach the firm by telephone at 4159635217. For detailed information and to schedule an appointment, we recommend visiting their website: advisors.ubs.com. The firm prioritizes accessibility, as evidenced by the availability of a wheelchair-accessible entrance and wheelchair-accessible toilet, ensuring a comfortable experience for all clients.

Specialties and Services Offered

Wilson & Associates – UBS Financial Services Inc. specializes in providing expert financial consulting and financial planning services. Their core competencies include:

• Investment Management: They develop and implement tailored investment strategies designed to meet individual client goals and risk tolerance.
• Retirement Planning: Comprehensive retirement planning services, encompassing asset allocation, income strategies, and tax optimization.
• Estate Planning: Guidance on estate planning matters, including wills, trusts, and charitable giving strategies.
• Financial Education: Providing clients with the knowledge and resources to make informed financial decisions.
• Insurance Planning: Analyzing and recommending appropriate insurance coverage to protect assets and manage risk.
• Tax Planning: Working with tax professionals to minimize tax liabilities.

Client Experience and Feedback

Currently, Wilson & Associates – UBS Financial Services Inc. has 0 reviews on Google My Business, indicating a relatively new or smaller presence online. The average opinion is 0/5, highlighting the need for the firm to actively cultivate positive client feedback. This does not necessarily reflect the quality of service provided, but rather a lack of publicly available testimonials at this time. It’s advisable for prospective clients to seek out additional information through independent sources or direct communication with the firm.

Key Features and Considerations

Several features distinguish Wilson & Associates – UBS Financial Services Inc. from other firms:

• UBS Financial Services Inc. Affiliation: Being part of UBS, a globally recognized wealth management firm, offers clients access to a wider range of resources and expertise.
• Personalized Approach: The firm emphasizes a client-centric approach, tailoring services to meet individual needs and circumstances.
• Experienced Professionals: The team consists of seasoned financial advisors with extensive experience in the industry.
• Accessibility: The firm is committed to providing a welcoming and accessible environment for all clients.
• Strategic Location: Situated in a prime location within San Francisco, the office offers convenience for clients in the area.

Recommendations for Prospective Clients

For individuals seeking a financial consultant or financial planner, Wilson & Associates – UBS Financial Services Inc. warrants consideration. However, due to the lack of publicly available reviews, we strongly recommend taking the following steps:

• Schedule a Consultation: Contact the firm directly to schedule an initial consultation and discuss your financial goals.
• Ask for References: Request references from existing clients to gain insights into the firm’s service quality.
• Research the Team: Learn more about the qualifications and experience of the financial advisors who will be managing your account.
• Understand the Fee Structure: Clarify the firm’s fee structure and any associated costs.

Ultimately, the decision to work with Wilson & Associates – UBS Financial Services Inc. should be based on a thorough evaluation of your individual circumstances and a clear understanding of the firm’s capabilities. While the current lack of online reviews presents a slight challenge, the firm's affiliation with UBS and commitment to personalized service provide a foundation for a potentially successful client relationship. The firm’s dedication to providing a wheelchair-accessible environment further demonstrates their commitment to inclusivity and client comfort.