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

Jameson Viljaste - UBS Financial Services Inc.

Jameson Viljaste, a distinguished financial advisor, is associated with UBS Financial Services Inc., located at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. With a commitment to personalized service and a client-centric approach, Jameson Viljaste and the UBS team cater to the unique financial needs of their clients.

Main Services

• Wealth Management: Viljaste and his team provide comprehensive wealth management services, tailored to each client's distinctive circumstances and objectives. This includes investment management, financial planning, retirement planning, and estate planning.
• Investment Products: They offer a wide range of investment products, such as stocks, bonds, mutual funds, ETFs, and alternative investments, to help clients diversify their portfolios and achieve their financial goals.
• Retirement Planning: The team assists clients in planning for their retirement, providing guidance on retirement accounts like 401(k)s, IRAs, and pensions, and helping them navigate retirement income strategies.
• Estate and Legacy Planning: Viljaste and his team work with clients to develop estate and legacy plans that protect and preserve wealth for future generations, while also minimizing estate taxes.
• Philanthropic Planning: They help clients establish donor-advised funds (DAFs) to support their favorite charities in a flexible, tax-efficient, and cost-effective manner, as part of their overall wealth management strategy.

Location and Access

The UBS office is situated in the heart of Sewickley, a picturesque suburb of Pittsburgh, Pennsylvania. The office is easily accessible from major thoroughfares such as Route 65 and the Pennsylvania Turnpike. Public transportation is available via the Port Authority of Allegheny County's 76 and 79 bus routes.

The building offers ample parking, with accessible spaces available for individuals with disabilities. The office itself is wheelchair-accessible, with an entrance ramp and an elevator to reach the sixth floor. Restrooms on the premises are also wheelchair-accessible.

Featured Characteristics

• Expertise: Jameson Viljaste and his team possess extensive knowledge and experience in the financial industry, with a deep understanding of the complexities of wealth management.
• Personalized Service: The UBS team takes a holistic approach to wealth management, focusing on each client's unique needs, goals, and risk tolerance to create customized investment strategies.
• Global Reach: As part of UBS, one of the world's leading wealth management firms, Viljaste and his team have access to a global network of financial experts and resources to serve their clients' diverse needs.
• Community Involvement: UBS is committed to making a positive impact in the communities it serves. The firm supports a variety of charitable causes and encourages its advisors to do the same through initiatives like the UBS Optimus Foundation.

Practical Information

• Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States
• Phone: 724-799-2574
• Website: advisors.ubs.com
• Business Hours: Monday-Friday, 8:00 AM - 5:00 PM (EST)
• Appointments: Recommended for initial consultations and ongoing client meetings.

While there are currently no reviews for Jameson Viljaste - UBS Financial Services Inc. on Google My Business, the firm's commitment to personalized service, extensive expertise, and global reach make it a strong choice for clients seeking comprehensive wealth management solutions.

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