Tampa Bay
Christopher Coram
7.35
7.35
Overview
UBS advisors can help with personalized investment strategies, retirement planning, tax-efficient wealth transfer, business succession, and philanthropic giving.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Restroom
Appointments recommended
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Quality
Innovativeness
Overall
Pricing
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The UBS financial consultants located in Building 101 on E Kennedy Blvd 18th Street in Tampa City offer a range of personalized services to help clients with their financial needs. The advisors can assist with investment strategies, retirement planning, and tax-efficient wealth transfer, among other things. The location is wheelchair accessible with a parking lot and entrance that cater to people with disabilities. However, the office is not very busy, which might make it difficult to get appointments at certain times. The advisors are knowledgeable and can provide valuable insights, but some clients might find the overall quality of service to be a bit lacking. The financial services offered are of high quality, and the prices are reasonable considering the expertise and range of services provided. The advisors are also quite innovative in their approach, providing customized solutions for their clients.It's worth noting that the office is a bit understaffed, which can result in long waiting times for appointments.
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