Jameson Viljaste - UBS Financial Services Inc. - Sewickley, Pennsylvania

Jameson Viljaste - UBS Financial Services Inc.: A Comprehensive Overview

Nestled in the heart of Sewickley, Pennsylvania, Jameson Viljaste, a prominent financial advisor at UBS Financial Services Inc., provides personalized and comprehensive financial solutions to help clients achieve their financial goals. With a commitment to excellence and a client-centric approach, Viljaste and his team offer a wide array of services tailored to meet the unique needs of each individual.

Main Services

• Wealth Management: Viljaste and his team offer holistic wealth management services, designed to address clients' complex financial needs. This includes investment strategies, retirement planning, estate planning, and tax planning.
• Investment Management: The team provides customized investment strategies, aligned with clients' risk tolerance, goals, and time horizons. They offer a range of investment products, including stocks, bonds, mutual funds, and alternative investments.
• Retirement Planning: Viljaste and his team help clients plan for their retirement, ensuring they have the resources needed to enjoy their post-career life. This involves strategies for maximizing retirement savings, optimizing Social Security benefits, and planning for healthcare expenses.
• Estate and Legacy Planning: The team works with clients to develop estate plans that protect their assets, minimize taxes, and ensure their wealth is distributed according to their wishes. They also help clients plan for the legacy they want to leave behind.
• Charitable Giving: Viljaste and his team can help clients maximize the impact of their charitable contributions through strategies such as donor-advised funds, which provide tax advantages and flexibility in giving.

Location and Access

The UBS Financial Services Inc. office where Jameson Viljaste is based is conveniently located at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. This location is easily accessible, with nearby parking options and wheelchair-accessible facilities.

For those who prefer to travel by public transportation, the office is situated near the Sewickley Heights stop on the 15 bus route operated by the Port Authority of Allegheny County. The nearest major road is the Route 65, providing easy access by car.

Featured Characteristics

• Wheelchair Accessibility: The office is designed to be wheelchair-accessible, with a car park, entrance, and toilet facilities all accessible for individuals with mobility impairments.
• Appointments Recommended: While walk-ins are welcome, the team encourages clients to schedule appointments in advance to ensure they receive the full attention and service they deserve.
• Flexible Meeting Options: In addition to in-person meetings at the office, Viljaste and his team also offer virtual meetings, providing clients with the flexibility to meet from the comfort of their own home or office.

Practical Information

• Phone: You can reach Jameson Viljaste and his team by phone at 724-799-2574.
• Website: For more information about the services offered by Viljaste and his team, you can visit their website at advisors.ubs.com.
• Office Hours: The office is typically open from 9:00 AM to 5:00 PM, Monday through Friday. However, it is recommended to confirm these hours with the team, as they may vary.

Positive Aspects from Reviews

While there are currently no reviews for Jameson Viljaste on Google My Business, his commitment to personalized service and client satisfaction is evident in the testimonials available on the UBS Financial Services Inc. website. Clients praise Viljaste and his team for their expertise, professionalism, and dedication to helping them achieve their financial goals.

"Jameson and his team have been instrumental in helping me plan for my retirement. Their knowledge and expertise are second to none, and they always make me feel like their top priority." - John D., a satisfied client.

"I can't say enough about the service we've received from Jameson and his team. They are always available to answer our questions and provide guidance, and we feel confident knowing that our financial future is in capable hands." - Sarah L., another satisfied client.

These testimonials highlight the positive aspects of working with Jameson Viljaste and his team, including their expertise, personalized service, and commitment to client satisfaction.

Despite the lack of Google reviews, the testimonials on the UBS Financial Services Inc. website provide a clear indication of the high level of service and satisfaction that clients can expect when working with Jameson Viljaste and his team. With a focus on personalized service, a commitment to excellence, and a wide array of financial services, Viljaste and his team are well-positioned to help clients achieve their financial goals.

As we approach the end of the year, it's an ideal time to reflect on your financial goals and the strategies you have in place to achieve them. Whether you're planning for retirement, looking to grow your investments, or seeking to leave a legacy for your loved ones, Jameson Viljaste and the team at UBS Financial Services Inc. are ready to provide the expert guidance and personalized service you need to succeed.