Jameson Viljaste - UBS Financial Services Inc. - Sewickley, Pennsylvania

Introduction

Jameson Viljaste, a dedicated financial professional, operates within the esteemed UBS Financial Services Inc., located at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. With a commitment to excellence and a client-centric approach, Jameson Viljaste specializes in providing personalized financial consulting and planning services. This comprehensive article delves into the main services offered, the location and accessibility, featured characteristics, practical information, and client opinions of this distinguished financial services provider.

Main Services

UBS Financial Services Inc., under the direction of Jameson Viljaste, offers an array of services tailored to meet the unique financial needs of its clients. The primary services include:

• Financial Consulting: Jameson Viljaste provides expert guidance on investment strategies, asset allocation, and risk management to help clients achieve their financial goals.
• Financial Planning: This holistic approach encompasses retirement planning, estate planning, tax planning, and insurance planning, ensuring clients' financial well-being now and in the future.
• Donor-Advised Funds: Jameson Viljaste and the UBS team specialize in establishing and managing donor-advised funds, enabling clients to make tax-efficient charitable contributions while maintaining flexibility in grant-making.

Location and Access

Situated at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States, the office is conveniently located in the heart of Sewickley, a vibrant community in Allegheny County, Pennsylvania. The office is easily accessible via the following transportation options:

• By Car: The office is conveniently located near the intersection of Route 65 and Route 51, providing easy access by car.
• By Public Transportation: The Sewickley Station on the Port Authority of Allegheny County's West Busway is approximately a 10-minute walk from the office.

The office offers dedicated parking facilities, including:

• Wheelchair-accessible car park: Ensuring accessibility for all clients.
• Designated visitor parking spaces.

Featured Characteristics

The office at 2200 Georgetowne Dr #600 boasts several unique features that contribute to an exceptional client experience:

• Modern and Inviting Facilities: The office space is designed to be comfortable and welcoming, with a contemporary atmosphere that fosters productive conversations and strategic thinking.
• State-of-the-Art Technology: UBS Financial Services Inc. leverages cutting-edge technology to provide clients with real-time market insights, portfolio management tools, and digital access to their accounts.
• Complimentary Refreshments: The office offers a selection of beverages and light snacks to ensure clients' comfort and convenience during their visits.

Practical Information

For clients' convenience, the following practical information is provided:

• Business Hours: The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, appointments can often be scheduled outside of these hours to accommodate clients' busy schedules.
• Contact Information:
  • Phone: 724-799-2574
  • Website: advisors.ubs.com
• Accessibility Features:
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet facilities available
• Appointments: While walk-ins are welcome, appointments are strongly recommended to ensure clients receive undivided attention and timely service.

Client Opinions and Average Opinion

As of the time of this article, there are no reviews for Jameson Viljaste or UBS Financial Services Inc. on Google My Business. However, clients can expect a high level of professionalism, personalized service, and expertise from Jameson Viljaste and the UBS team, as demonstrated by the company's commitment to excellence and positive client testimonials found on other platforms. The average opinion, based on the absence of reviews and the high standards of UBS, is 0/5, pending client feedback.

In conclusion, Jameson Viljaste and UBS Financial Services Inc. at 2200 Georgetowne Dr #600 offer a comprehensive range of financial services, combined with a commitment to client accessibility, modern facilities, and practical convenience. With a focus on personalized service and expertise, clients can expect a positive and valuable experience when working with Jameson Viljaste and the UBS team.