Nancy Ubaldi - UBS Financial Services Inc. - San Jose, California
Address: 355 Santana Row Suite 2050, San Jose, CA 95128, United States.
Phone: 4082828438.
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.
đ Location of Nancy Ubaldi - UBS Financial Services Inc.
About Nancy Ubaldi at UBS Financial Services Inc.
Nancy Ubaldi operates as a Financial Consultant and Financial Planner at UBS Financial Services Inc., located in the heart of San Jose, California, USA. Her professional address is 355 Santana Row Suite 2050, San Jose, CA 95128, where she provides expert financial guidance to her clients. For those seeking her services, Nancy can be reached via phone at 408-282-8438.
Her professional presence online is through her profile on advisors.ubs.com. This website serves as a valuable resource for potential clients, offering insights into her expertise and services. However, it's noteworthy that there are currently no reviews available on Google My Business for her, which might suggest a need for more feedback or a smaller client base to date.
Key Features and Recommendations:
- Accessibility: The location at UBS Financial Services Inc. is equipped with facilities suitable for individuals with disabilities, including wheelchair-accessible car park, entrance, and toilet. This ensures that all clients, regardless of mobility, can comfortably visit her office.
- Appointments: It's recommended to schedule an appointment before visiting, ensuring a personalized time to discuss financial planning needs.
- Contact Information: For inquiries or to arrange a meeting, Nancy's phone number 408-282-8438 is readily available.
Opinions and Average Rating:
Despite the lack of reviews on Google My Business, the average opinion for this company stands at 0/5. This suggests a potential area for improvement in customer satisfaction. However, personal experiences can vary greatly, and it might be beneficial to reach out directly to Nancy Ubaldi to discuss personalized financial strategies.
Final Recommendation:
If you're in the San Jose area and are looking for expert advice in financial consulting or planning, consider reaching out to Nancy Ubaldi. Although the online feedback could be more positive, her professional credentials and accessibility make her a worthwhile contact. For those who prefer a direct approach, visiting her webpage at advisors.ubs.com or giving her a call at 408-282-8438 could be a step towards achieving your financial goals. Given the emphasis on accessibility and personalized service, Nancy Ubaldi could offer unique insights tailored to your specific financial needs.