Tampa Bay
Mariash Lowther Wealth Management - UBS Financial Services Inc.
Financial Planner
45.64
45.64
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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Innovativeness
Quality
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UBS Financial Services is located in the heart of Sarasota City, in a convenient spot with wheelchair-accessible parking and entrance. The building is well-maintained, and the restroom is available for visitors. The advisors, part of Mariash Lowther Wealth Management - UBS Financial Services Inc., can help with a wide range of financial services, including investment strategies, retirement planning, and tax-efficient wealth transfer.The description suggests that the advisors can provide personalized services, but it's not clear how much of a relationship the client will have with the advisor. It's also worth noting that the building itself doesn't have much to offer, apart from the restroom and parking.The phone number and web link are available for those who want to make an appointment or learn more about the services offered. The appointment policy seems to be relatively flexible, with appointments recommended but not necessarily required.One issue that might arise is the lack of transparency around pricing. It's not clear what the cost of services will be or how the advisors will be compensated. This could be a concern for potential clients who are looking for clarity around costs.
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