Gallagher Carpenter Group - UBS Financial Services Inc. - Newport Beach, California
Address: 888 San Clemente Dr Suite 300, Newport Beach, CA 92660.
Phone: 9494676063.
Website: advisors.ubs.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Gallagher Carpenter Group - UBS Financial Services Inc.
About Gallagher Carpenter Group - UBS Financial Services Inc.
Located at 888 San Clemente Dr Suite 300, Newport Beach, CA 92660, Gallagher Carpenter Group - UBS Financial Services Inc. stands as a reputable financial service provider with a strong focus on financial consulting and financial planning. Their contact number is 9494676063, making it easy for potential clients to reach out. For more detailed information, you can visit their website: advisors.ubs.com.
The company prides itself on its accessibility, ensuring a welcoming environment for all visitors with a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. This commitment to inclusivity is particularly noteworthy for those with mobility concerns. Additionally, they have ensured that there are restrooms available for all clients.
One of the key points of interest for prospective clients is the recommendation to appointments are recommended. This suggests a structured approach to client interactions, ensuring that each consultation is thorough and personalized. However, it's worth noting that the company currently has no reviews on Google My Business, which might raise concerns for some about their customer satisfaction levels. The average opinion recorded is a low 0/5, indicating a significant area for improvement in terms of client feedback and service quality.
For someone looking to engage with Gallagher Carpenter Group, it's crucial to approach the interaction with an understanding of their areas of expertise and the company's commitment to accessibility. Despite the lack of reviews, the company's specialization in financial consulting and financial planning suggests they are well-equipped to handle complex financial situations. However, the average opinion score is a red flag that warrants caution.
Given these factors, it's recommended to first visit their website advisors.ubs.com to gather more comprehensive information about their services, qualifications, and perhaps leave a review to contribute to the growing body of feedback. Their website likely offers a wealth of information on their investment strategies, financial planning tools, and the team's expertise.