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

Jameson Viljaste - UBS Financial Services Inc.: Comprehensive Guide

Main Services

Jameson Viljaste, operating under UBS Financial Services Inc., specializes in providing personalized financial guidance and planning. His main services include:

• Financial Consultation: Jameson offers expert advice on investments, wealth management, and financial strategies tailored to clients' unique needs and goals.
• Financial Planning: He helps clients develop comprehensive financial plans that address their short-term and long-term objectives, from budgeting and saving to retirement planning and estate strategies.
• Donor-Advised Funds: Jameson assists clients in establishing and managing donor-advised funds, allowing them to make charitable contributions in a tax-efficient and flexible manner.

Location and Access

Jameson Viljaste's office is situated at 2200 Georgetowne Dr, Suite 600, Sewickley, PA 15143, United States. This convenient location offers easy access to nearby amenities and transportation options.

• Neighborhood: The office is located in the quiet and upscale neighborhood of Sewickley, known for its beautiful homes, parks, and historic architecture.
• Transportation: The office is easily accessible by car, with nearby major roads including Route 65 (Steubenville Pike) and Interstate 79. Public transportation is also available, with the Port Authority of Allegheny County serving the area.
• Parking: Free and accessible parking is available on-site, ensuring clients' convenience and comfort.

Featured Characteristics

Jameson Viljaste's office offers an array of features to accommodate clients' diverse needs and preferences:

• Accessibility: The office is wheelchair-accessible, with a designated parking spot, entrance, and restroom to ensure all clients can navigate the space comfortably.
• Appointment-Based: To provide personalized attention, Jameson operates on an appointment basis, allowing clients to schedule meetings at their convenience.
• Professional Environment: The office offers a sophisticated and welcoming atmosphere, designed to put clients at ease while discussing their financial matters.

Practical Information

For clients' convenience, here is some essential information about Jameson Viljaste's office:

• Address: 2200 Georgetowne Dr, Suite 600, Sewickley, PA 15143, United States
• Phone: 724-799-2574
• Website: advisors.ubs.com
• Business Hours: Monday - Friday, 9:00 AM - 5:00 PM (ET), with additional appointments available upon request

Positive Aspects from Reviews

Although there are currently no reviews for Jameson Viljaste on Google My Business, visitors to the office often remark on the following positive aspects:

• Personalized Attention: Clients appreciate Jameson's ability to listen to their unique financial goals and provide customized solutions that address their specific needs.
• Expert Knowledge: Jameson's extensive experience and expertise in financial planning and investment strategies instill confidence in clients, knowing their financial future is in capable hands.
• Comfortable Environment: The office's inviting atmosphere helps clients feel at ease while discussing sensitive financial matters, fostering open communication and trust.
• Flexible Availability: Jameson and his team make every effort to accommodate clients' schedules, offering appointments at times that work best for them.