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

Jameson Viljaste - UBS Financial Services Inc.: Expert Financial Guidance in Sewickley, PA

Located at the heart of Sewickley, Pennsylvania, Jameson Viljaste - UBS Financial Services Inc. is a reputable financial institution that offers expert guidance to individuals seeking personalized financial solutions. With a strong focus on building long-term relationships, this esteemed company provides a comprehensive range of financial services to cater to the diverse needs of its clients. In this article, we will delve into the main services offered by Jameson Viljaste - UBS Financial Services Inc., explore its location and accessibility, highlight its featured characteristics, and provide practical information to help you make the most of your experience.

Main Services

• Financial Consultant: Jameson Viljaste and his team of experts offer expert financial guidance to help you make informed decisions about your financial future. From investment planning to retirement planning, they will work closely with you to create a personalized plan that suits your unique needs and goals.
• Financial Planner: With a deep understanding of the complexities of the financial world, Jameson Viljaste and his team will help you develop a comprehensive financial plan that takes into account your income, expenses, assets, and liabilities. This will enable you to achieve financial stability, security, and peace of mind.
• Investment Management: Jameson Viljaste - UBS Financial Services Inc. offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Their investment management services are designed to help you grow your wealth over time, while minimizing risk.
• Retirement Planning: Whether you're nearing retirement or already enjoying your golden years, Jameson Viljaste and his team will help you create a retirement plan that meets your needs and ensures a comfortable lifestyle. From pension planning to Social Security optimization, they will work closely with you to create a tailored plan.
• Tax Planning: With a deep understanding of tax laws and regulations, Jameson Viljaste and his team will help you minimize your tax liability and maximize your after-tax returns. They will work closely with you to identify areas where you can save money on taxes and create a tax plan that suits your needs.
• Estate Planning: Jameson Viljaste - UBS Financial Services Inc. will help you create an estate plan that ensures the smooth transfer of your assets to your loved ones after your passing. From wills and trusts to powers of attorney and living wills, they will guide you through the process and ensure that your wishes are carried out.

Location and Access

Jameson Viljaste - UBS Financial Services Inc. is located at the prestigious 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. This prime location is easily accessible by car, with ample parking available on site. The building is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended to ensure a convenient and personalized experience.

Getting to Jameson Viljaste - UBS Financial Services Inc. is easy. The nearest airport is the Pittsburgh International Airport (PIT), which is approximately 25 miles away. You can take a taxi or ride-sharing service from the airport to reach Sewickley. Alternatively, you can use public transportation, such as the Port Authority of Allegheny County bus system, which connects Sewickley to the airport and other major cities in the region.

Featured Characteristics

Jameson Viljaste - UBS Financial Services Inc. is known for its exceptional service, expertise, and personalized approach. Here are some of the featured characteristics that set this company apart:

• Expertise: Jameson Viljaste and his team have extensive experience in the financial industry, with a deep understanding of the complexities of the financial world.
• Personalized Approach: Each client is treated with personalized attention and care, ensuring that their unique needs and goals are met.
• State-of-the-Art Technology: Jameson Viljaste - UBS Financial Services Inc. uses the latest technology to provide clients with real-time market updates, portfolio tracking, and other tools to help them make informed decisions.
• Comprehensive Services: From financial planning to investment management, Jameson Viljaste - UBS Financial Services Inc. offers a wide range of services to cater to the diverse needs of its clients.
• Community Involvement: Jameson Viljaste - UBS Financial Services Inc. is committed to giving back to the community, with a strong focus on supporting local charities and organizations.

Practical Information

Here are some practical details to keep in mind when visiting Jameson Viljaste - UBS Financial Services Inc.:

• Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States
• Phone: 724-799-2574
• Website: advisors.ubs.com
• Email: Not available
• Hours of Operation: Monday to Friday, 9:00 AM to 5:00 PM
• Appointments Recommended: Yes
• Wheelchair-Accessible: Yes
• Wheelchair-Accessible Car Park: Yes
• Wheelchair-Accessible Entrance: Yes
• Wheelchair-Accessible Toilet: Yes
• Toilet: Yes

Opinions and Reviews

As with any business, opinions and reviews can provide valuable insights into the quality of service and expertise offered by Jameson Viljaste - UBS Financial Services Inc. Unfortunately, this company has not received any reviews on Google My Business, which means that there is no publicly available feedback to share. However, based on the company's reputation, expertise, and commitment to customer service, it is likely that Jameson Viljaste - UBS Financial Services Inc. has a strong track record of delivering exceptional results for its clients.