Financial Advisors
San Jose, CA
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.
Ideal for: High-net-worth individuals, business owners, families seeking comprehensive wealth management
Service area: San Jose and surrounding Silicon Valley communities
Global Resources: Backed by UBS's worldwide financial infrastructure and research capabilities.
Institutional Access: Provides high-net-worth clients access to institutional-grade investments and advisory services.
Address: 355 Santana Row Suite 2050, San Jose, CA 95128
Phone: (408) 286-5500
Website: local.ubs.com
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