Lakeshore Partners - UBS Financial Services Inc. - Walnut Creek, California
Address: 1255 Treat Blvd # 1000, Walnut Creek, CA 94597.
Phone: 57466336.
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.
📌 Location of Lakeshore Partners - UBS Financial Services Inc.
Lakeshore Partners - UBS Financial Services Inc.
Lakeshore Partners, operating under UBS Financial Services Inc., is a financial consultancy and financial planning firm located at 1255 Treat Blvd # 1000, Walnut Creek, CA 94597. Interested parties can reach out to them at Phone: 57466336 or visit their professional online presence at advisors.ubs.com. This firm prides itself on being wheelchair accessible, with features such as an accessible entrance, a parking lot, and restrooms that cater to individuals with mobility needs.
When considering Lakeshore Partners, it's essential to note their specialization in providing expert financial advice and planning services. However, it's worth mentioning that the company currently has no reviews on Google My Business, and their average opinion is 0/5, which might warrant a cautious approach or further investigation into their client testimonials and experiences.
For those looking to engage with a financial consultant or planner, Lakeshore Partners offers a professional environment with all necessary accommodations for accessibility. Their recommendation to schedule appointments suggests a commitment to personalized service and thorough client engagement.
Given the lack of customer feedback, potential clients might want to reach out directly to inquire about their services, expertise, and how they might address specific financial concerns. Given their location in Walnut Creek, CA, and accessibility features, it's an ideal spot for anyone seeking financial advice in a convenient and welcoming setting.