AI Profile
Financial Advisors · San Jose, CA
Serves San Jose and surrounding Silicon Valley communities
Last Crawled by AI
June 2, 2026
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4 monitoring
Updated by Lantern
May 14, 2026
UBS Financial Services Inc. in San Jose offers comprehensive wealth management, investment advisory, and financial planning services to high-net-worth individuals and families. As part of the global UBS organization, they provide personalized financial strategies, portfolio management, and access to institutional-grade investment solutions. Their team of experienced advisors helps clients build and preserve wealth through tailored financial planning and investment management.
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