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

Introduction

Welcome to our comprehensive guide on Jameson Viljaste, a professional financial consultant and planner based at UBS Financial Services Inc. Located in the heart of Sewickley, Pennsylvania, Jameson Viljaste is committed to providing personalized and tailored financial solutions to help clients achieve their financial goals. In this article, we will delve into the main services offered by Jameson Viljaste, the location and accessibility of the office, key features that set this financial consulting firm apart, practical information for visitors, and an analysis of client opinions and the average opinion score.

Main Services

• Financial Consulting: As a seasoned financial consultant, Jameson Viljaste offers expert guidance and advice on investment strategies, wealth management, and financial planning. They work closely with clients to understand their unique financial goals and develop customized plans to help them grow and preserve their wealth.
• Financial Planning: Viljaste's financial planning services encompass various aspects, including retirement planning, estate planning, tax planning, and education funding. They assist clients in creating a comprehensive financial roadmap that aligns with their short-term and long-term objectives.
• Charitable Giving Strategies: In addition to traditional financial services, Viljaste also specializes in helping clients maximize the impact of their charitable contributions. They can guide clients through the process of setting up donor-advised funds (DAFs) to support favorite charities in a tax-efficient and flexible manner.
• Holistic Wealth Management: Viljaste and the team at UBS Financial Services Inc. provide holistic wealth management solutions, integrating investment management, financial planning, and other wealth preservation strategies to help clients navigate complex financial landscapes and build enduring legacies.

Location and Access

The office of Jameson Viljaste is conveniently located in the Sewickley neighborhood of Pittsburgh, Pennsylvania. The address is 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. The office is situated in a modern business park, providing clients with easy access to various amenities and services in the area.

For those traveling by car, the office is easily accessible via the Interstate 79 and the Sewickley Bridge. There is ample parking available on-site, including a wheelchair-accessible car park. Public transportation users can take the Port Authority of Allegheny County's 14C Sewickley/Edgeworth bus route, which stops nearby at the Sewickley Station.

Featured Characteristics

• Wheelchair Accessibility: The office of Jameson Viljaste is designed with accessibility in mind. The building features a wheelchair-accessible entrance and toilet facilities, ensuring that all clients can access the services they need.
• Appointments Recommended: To ensure a smooth and efficient client experience, Jameson Viljaste recommends scheduling appointments in advance. This allows the team to dedicate the necessary time and resources to address each client's unique financial needs and goals.
• Personalized Service: At the core of Jameson Viljaste's approach is a commitment to providing personalized service. They take the time to understand each client's unique circumstances and develop tailored financial strategies to help them achieve their objectives.

Practical Information

• Contact Information: You can reach Jameson Viljaste by phone at 724-799-2574 or via email through the contact form available on their website.
• Website: For more information about the services offered by Jameson Viljaste and the UBS Financial Services Inc. team, please visit their website at advisors.ubs.com.
• Business Hours: The office is open Monday through Friday, from 8:30 AM to 5:00 PM. Evening and weekend appointments may be available upon request.

Client Opinions and Average Opinion Score

As of the time of writing, Jameson Viljaste has no reviews on Google My Business. While the lack of reviews may indicate that the firm is relatively new or that clients prefer to keep their financial affairs private, it also means that there is no available data to analyze or average opinion score to report. However, given the commitment to personalized service and expertise in financial consulting and planning, it is reasonable to expect that satisfied clients would leave positive reviews in the future.

In conclusion, Jameson Viljaste, based at UBS Financial Services Inc. in Sewickley, Pennsylvania, offers a comprehensive range of financial consulting and planning services tailored to the unique needs of each client. With a convenient location, accessible office, and a focus on personalized service, Viljaste and the UBS team strive to provide exceptional financial guidance and support. Although there are no available client reviews at this time, the firm's commitment to professionalism and expertise suggests that they would receive positive feedback from satisfied customers.