Tampa Bay
The McDonald Cox Group
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
Overall
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This financial advisor location is easily accessible, with a wheelchair-friendly parking lot and entrance. The building itself, located at Building 1819, Main St Street, Suite 900, Sarasota City, looks modern and well-maintained.The UBS advisors offer a range of services, including investment strategies, retirement planning, tax-efficient wealth transfer, business succession, and philanthropic giving. Unfortunately, it seems the services are not inclusive to all financial needs, particularly when it comes to emergency funds planning. The team, The McDonald Cox Group, appears to be experienced and knowledgeable. However, some clients have reported that they felt the advisors were too focused on sales rather than providing personalized advice.Appointments are highly recommended to ensure a personalized experience. The amenities are basic, with a restroom available, but it does not contribute to the overall comfort and relaxation.The phone number is +19413647251, and the website is easily accessible at https://advisors.ubs.com/mcdonaldcoxgroup/%3Futm_source%3Dsynup%26utm_medium%3Den%26utm_campaign%3D163368.
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