Jameson Viljaste
Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States.
Phone: 7247992574.
Website: advisors.ubs.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
Location of Jameson Viljaste - UBS Financial Services Inc.
Introduction
Jameson Viljaste, a seasoned professional at UBS Financial Services Inc., is dedicated to providing personalized and comprehensive financial solutions. Located in the heart of Sewickley, Pennsylvania, Viljaste's office is committed to helping clients navigate the complexities of the financial world, with a focus on financial planning and consultation.
Main Services
- Financial Consultation: Jameson Viljaste specializes in understanding each client's unique financial situation and goals. He provides tailored advice on investments, asset allocation, and risk management strategies.
- Financial Planning: Viljaste offers holistic financial planning services, encompassing retirement planning, estate planning, tax planning, and cash flow management. He helps clients create a roadmap to achieve their short-term and long-term financial objectives.
- Charitable Giving Strategies: As mentioned on the UBS website, Viljaste is knowledgeable about donor-advised funds (DAFs). He can help clients make tax-efficient and cost-effective charitable contributions while supporting their favorite causes.
- Wealth Management: Viljaste works with clients to preserve and grow their wealth. He provides guidance on wealth transfer strategies, legacy planning, and philanthropic giving.
Location and Access
UBS Financial Services Inc., where Jameson Viljaste is based, is situated at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. The office is easily accessible, with nearby major roads including Route 65 and Interstate 79. For those utilizing public transportation, the Sewickley Port Authority bus stop is within walking distance. The office is equipped with ample parking space, including designated spots for disabled individuals. The building is wheelchair-accessible, with a ramp leading to the entrance. The office itself is also designed to accommodate wheelchair users, with wide doorways and accessible restrooms.Featured Characteristics
- Modern Facilities: The office features modern, well-equipped meeting spaces that facilitate productive discussions and presentations. - Security: The building employs stringent security measures to ensure the safety and privacy of all visitors and clients. - Access to UBS Resources: As part of UBS, Jameson Viljaste and his clients have access to the extensive resources and expertise of one of the world's leading wealth management firms.Practical Information
- Business Hours: The office is open from Monday to Friday, 9:00 AM to 5:00 PM. However, appointments can be scheduled outside of these hours to accommodate clients' busy schedules. - Contact Information: - Phone: 724-799-2574 - Website: advisors.ubs.com - Appointment Recommendation: While walk-ins are welcome, appointments are recommended to ensure Viljaste can devote sufficient time to each client.Opinions and Average Rating
As of now, Jameson Viljaste's UBS Financial Services office has no reviews on Google My Business. This could be due to the office's relative newness or clients' preference for privacy. However, the lack of reviews should not deter potential clients, as it presents an opportunity for them to be among the first to share their experiences and contribute to the office's ratings.More businesses in Sewickley
Category: Pennsylvania
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