X Wealth Consulting - UBS Financial Services Inc. - Spokane, Washington

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X Wealth Consulting – UBS Financial Services Inc.: A Comprehensive Overview

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For individuals and families seeking comprehensive financial consulting and financial planning services, X Wealth Consulting – UBS Financial Services Inc. presents a notable option. Located in Spokane, Washington, at 601 W Riverside Ave Suite 1200, the firm offers a personalized approach to wealth management, leveraging the resources and expertise of UBS Financial Services Inc. This detailed overview aims to provide potential clients with a thorough understanding of the firm’s offerings, location, accessibility, and current client feedback.

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Firm Details and Specialties

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X Wealth Consulting – UBS Financial Services Inc. operates as a branch of UBS, a globally recognized leader in wealth management and investment banking. The firm specializes in assisting clients with a wide range of financial needs, including retirement planning, investment management, estate planning, tax planning, and charitable giving. Their core competency lies in crafting tailored strategies designed to help clients achieve their long-term financial goals. They emphasize a collaborative approach, working closely with clients to understand their unique circumstances, risk tolerance, and aspirations. The firm’s financial consultants possess extensive experience and are dedicated to providing objective, data-driven advice.

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Location and Accessibility

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The firm’s physical address is 601 W Riverside Ave Suite 1200, Spokane, WA 99201, United States. This location provides a professional and convenient setting for client meetings. Notably, X Wealth Consulting – UBS Financial Services Inc. has prioritized accessibility for all clients. The office features:

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• A wheelchair-accessible car park, ensuring ease of access for clients utilizing mobility devices.

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• A wheelchair-accessible entrance, eliminating potential barriers to entry.

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• A wheelchair-accessible toilet, demonstrating a commitment to inclusivity.

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• Standard restrooms are also available.

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Appointments are strongly recommended to ensure dedicated attention and facilitate a productive consultation. Contacting the firm via phone at 5096220609 allows for scheduling and inquiries. The firm’s website, advisors.ubs.com, offers further information about the firm’s services and team.

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Client Feedback and Reputation

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Currently, X Wealth Consulting – UBS Financial Services Inc. has 0 reviews on Google My Business. This lack of reviews reflects the relatively new nature of the firm’s online presence or potentially a recent shift in client feedback. The average opinion is 0/5, indicating that, at this time, there is no publicly available client feedback to assess. However, considering it's a branch of UBS, clients can anticipate a high standard of service and expertise. It’s recommended to monitor online reviews as they become available to gain a more comprehensive understanding of client experiences.

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Key Features and Benefits

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Feature	Description
Personalized Planning	Strategies tailored to individual financial goals and circumstances.
Investment Management	Expert management of investment portfolios to optimize returns.
Estate Planning	Guidance on estate planning strategies to ensure assets are distributed according to client wishes.
Tax Planning	Strategies to minimize tax liabilities and maximize wealth accumulation.
Retirement Planning	Comprehensive retirement planning services to help clients achieve financial security in retirement.

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X Wealth Consulting – UBS Financial Services Inc. provides a blend of local expertise and global resources. Clients benefit from the personalized attention of a dedicated financial consultant, coupled with the extensive research capabilities and investment options offered by UBS. The firm’s commitment to accessibility underscores its dedication to serving a diverse clientele. While currently lacking reviews, the association with UBS suggests a strong foundation of professionalism and competence. Prospective clients are encouraged to schedule an appointment to discuss their individual financial needs and explore how X Wealth Consulting – UBS Financial Services Inc. can assist them in achieving their goals.

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"summary": "X Wealth Consulting – UBS Financial Services Inc. offers personalized financial consulting and planning services in Spokane, WA, leveraging the resources of UBS and prioritizing client accessibility.",
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