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

Introduction

Jameson Viljaste, a dedicated financial professional, is affiliated with UBS Financial Services Inc., based at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. UBS, a leading global financial institution, provides a wide range of financial services, with Jameson specializing in financial consulting and planning. This article delves into the main services offered by Jameson Viljaste, the location and accessibility of the office, key features, practical information, and insights from client reviews.

Main Services

• Financial Consulting: Jameson Viljaste offers comprehensive financial consulting services, tailored to understand and address each client's unique financial needs and goals. This includes assessing the client's current financial situation, providing personalized advice, and developing strategies to help them achieve their objectives.
• Financial Planning: As a financial planner, Jameson Viljaste helps clients create and implement strategic plans to secure their financial future. This involves setting clear financial goals, creating a budget, managing debt, planning for retirement, and ensuring financial security for future generations. The planning process is dynamic and regularly reviewed to adapt to changes in the client's life and market conditions.
• Charitable Giving Strategies: Jameson Viljaste can assist clients in exploring effective and tax-efficient ways to support their favorite charities through the use of donor-advised funds (DAFs). DAFs offer a flexible, cost-effective, and tax-efficient means of charitable giving, allowing clients to simplify their philanthropic planning.

Location and Access

The office of Jameson Viljaste is situated at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States, in the heart of the Sewickley neighborhood. The area is known for its lush greenery, historic architecture, and a mix of residential and commercial establishments.

For those commuting, the office is accessible via public transportation. The Sewickley train station, served by the Port Authority of Allegheny County, is about a 10-minute walk away. Additionally, there is ample parking available in the building's garage and surrounding streets, ensuring clients have convenient access to the office.

Featured Characteristics

• Wheelchair Accessibility: The office is designed with wheelchair accessibility in mind, featuring a wheelchair-accessible entrance, car park, and toilet. This ensures that all clients can access and navigate the premises with ease.
• Appointments Recommended: Jameson Viljaste operates on an appointment basis to ensure clients receive undivided attention and personalized service during their visits. Appointments can be scheduled by phone or through the UBS website.
• Professional yet Welcoming Environment: The office provides a professional yet comfortable atmosphere, designed to put clients at ease as they discuss their financial needs and goals. The space reflects UBS's commitment to providing a high-quality client experience.

Practical Information

• Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States
• Phone: 724-799-2574
• Website: advisors.ubs.com
• Hours: The office typically operates during standard business hours, Monday through Friday. However, clients are advised to contact the office directly for the most accurate and up-to-date information regarding opening hours and availability.

Client Reviews and Testimonials

As of now, there are no reviews available for Jameson Viljaste on Google My Business. However, the lack of reviews should not be seen as an indication of the quality of service provided. It may simply reflect the fact that the office is newly established or that clients prefer to keep their financial affairs private. Clients are encouraged to share their experiences and opinions to provide valuable insights for potential clients and help improve the overall service.