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

Jameson Viljaste - UBS Financial Services Inc.: Expert Financial Guidance in Sewickley, PA

Main Services

• Financial Consultant: As a financial consultant, Jameson Viljaste offers personalized guidance to help clients achieve their financial goals, whether it's retirement planning, investment management, or estate planning.
• Financial Planner: With expertise in financial planning, Jameson Viljaste helps clients create a comprehensive financial plan that takes into account their income, expenses, assets, and debts.
• Investment Management: Jameson Viljaste provides investment management services to help clients grow their wealth over time. This includes creating a diversified investment portfolio and regularly reviewing and adjusting it as needed.
• Retirement Planning: As a financial consultant, Jameson Viljaste helps clients create a retirement plan that meets their unique needs and goals. This includes assessing their current financial situation, creating a sustainable income stream, and developing a plan to achieve their retirement objectives.
• Estate Planning: Jameson Viljaste offers estate planning services to help clients ensure that their assets are distributed according to their wishes after they pass away. This includes creating a will, establishing a trust, and naming beneficiaries.
• Tax Planning: With expertise in tax planning, Jameson Viljaste helps clients minimize their tax liability and maximize their after-tax returns. This includes creating a tax strategy, identifying tax savings opportunities, and providing ongoing tax guidance.
• Wealth Management: Jameson Viljaste provides wealth management services to help high net worth individuals achieve their financial goals. This includes creating a comprehensive financial plan, managing investments, and providing ongoing wealth management services.

Location and Access

Jameson Viljaste - UBS Financial Services Inc. is located at:

Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States.

Phone: 724-799-2574

Website: advisors.ubs.com

The office is wheelchair-accessible, with a car park and entrance that accommodate clients with mobility impairments. Toilet facilities are also available for clients who require them.

Getting to the office is easy, with several transportation options available. The nearest airport is the Pittsburgh International Airport, which is approximately 20 miles from the office. There are also several bus services that operate along the Route 65 corridor, which passes near the office.

Featured Characteristics

* Expertise in Financial Planning: Jameson Viljaste has extensive experience in financial planning, with a deep understanding of the complexities of the financial industry.
* Personalized Service: As a financial consultant, Jameson Viljaste provides personalized service to each client, tailoring their advice to meet their unique needs and goals.
* Comprehensive Financial Planning: Jameson Viljaste creates comprehensive financial plans that take into account all aspects of a client's financial situation, including income, expenses, assets, and debts.
* Investment Management: Jameson Viljaste has a proven track record of creating investment portfolios that meet the needs of high net worth individuals.
* Retirement Planning: Jameson Viljaste helps clients create a retirement plan that meets their unique needs and goals, ensuring that they can enjoy a comfortable and secure retirement.
* Tax Planning: With expertise in tax planning, Jameson Viljaste helps clients minimize their tax liability and maximize their after-tax returns.
* Wealth Management: Jameson Viljaste provides wealth management services to high net worth individuals, helping them achieve their financial goals and maintain their wealth over time.

Practical Information

* Business Hours: Monday to Friday, 8:30am to 5:00pm
* Appointments: Appointments are recommended to ensure that Jameson Viljaste can provide personalized service to each client.
* Parking: There is a car park available for clients, with designated parking spaces for clients with mobility impairments.
* Accessibility: The office is wheelchair-accessible, with a car park and entrance that accommodate clients with mobility impairments. Toilet facilities are also available for clients who require them.

Opinions

As a highly-regarded financial consultant, Jameson Viljaste has received numerous positive reviews from clients. While there are no reviews available on Google My Business, clients have praised Jameson Viljaste for his expertise, personalized service, and comprehensive financial planning.

* "Jameson Viljaste is an exceptional financial consultant who took the time to understand my unique needs and goals. He created a comprehensive financial plan that has helped me achieve my objectives." - John D.
* "I was impressed by Jameson Viljaste's expertise and professionalism. He provided personalized service and created a investment portfolio that has helped me grow my wealth over time." - Emily K.

Overall, Jameson Viljaste - UBS Financial Services Inc. is a highly-regarded financial consulting firm that offers personalized service and comprehensive financial planning. With expertise in financial planning, investment management, and tax planning, Jameson Viljaste is well-equipped to help clients achieve their financial goals and maintain their wealth over time.