The Murray Petika Wealth Management Group - UBS Financial Services Inc. - Clearwater, Florida

{
"content": "

The Murray Petika Wealth Management Group - UBS Financial Services Inc.

Location: Situated at 311 Park Place Blvd Suite 650, Clearwater, FL 33759, The Murray Petika Wealth Management Group, a subsidiary of UBS Financial Services Inc., stands as a notable figure in the financial management sector within Florida. This firm specializes in providing comprehensive financial consulting and planning services to its clientele, tailored to meet individual and family wealth management needs.

Contact Information: For those seeking guidance from this esteemed firm, they can be reached at Phone: 727-507-2556. Their office is conveniently located at 311 Park Place Blvd Suite 650, Clearwater, FL 33759, and it's important for potential clients to note that appointments are recommended to ensure a personalized service experience.

Website: Clients and interested parties can find more detailed information on the firm's services and team at their official website: advisors.ubs.com. This website serves as a valuable resource for understanding the breadth of services offered and the expertise of the advisors.

Specialties:

The Murray Petika Wealth Management Group showcases its expertise primarily in two critical areas: Financial Consultant and Financial Planner. These services are essential for individuals and families looking to navigate the often complex world of finance with confidence. Financial consultants help clients assess their current financial situation, set goals, and develop strategies to achieve those objectives. On the other hand, financial planners offer long-term planning, including retirement strategies, estate planning, and tax optimization, ensuring clients' wealth is managed effectively over time.

Facilities and Accessibility:

For clients with mobility needs, The Murray Petika Wealth Management Group has demonstrated its commitment to inclusivity by ensuring its office is wheelchair-accessible. This includes having a wheelchair-accessible car park, an accessible entrance, and a wheelchair-accessible toilet. These provisions not only comply with legal standards but also reflect the firm's dedication to serving a diverse client base.

Reviews and Opinions:

As of the last update, this company has 0 reviews on Google My Business. This lack of feedback suggests that either the company is new to online reviews or that no customers have left reviews yet. Given the average opinion score is currently set at 0/5, it's crucial for prospective clients to seek out additional viewpoints and possibly contact the firm directly to discuss their specific concerns and expectations.

Recommendations:

For individuals considering working with The Murray Petika Wealth Management Group, it is advisable to schedule a preliminary consultation to gauge the fit between the client's needs and the firm's capabilities. The recommended practice of booking appointments ensures that clients receive personalized attention, which is vital in the meticulous field of financial planning and consulting.

Key Takeaways:

• Offers specialized financial consulting and planning services.
• Has a physically accessible office environment.
• Requires appointment scheduling for service.
• Currently has no online reviews, indicating a need for potential clients to reach out directly.

In conclusion, The Murray Petika Wealth Management Group presents itself as a reliable partner for wealth management, equipped with the necessary expertise in financial consulting and planning. Despite the lack of online reviews, the firm's commitment to accessibility and personalized service could make it a suitable choice for those seeking to manage their financial futures with confidence.

"word_count": "544",
"summary": "The Murray Petika Wealth Management Group, part of UBS Financial Services Inc., offers specialized financial consulting and planning services in Clearwater, Florida, with accessible office facilities but no online reviews.",
"keywords": ["financial consulting", "financial planning", "wheelchair accessible", "UBS Financial Services Inc.", "Clearwater, FL"],
"quality_score": "7",
"has__tags": true,
"language_used": "English"
}