The Wesner Investment Consulting Group - UBS Financial Services Inc. - Baltimore, Maryland
Address: 500 E Pratt St 11th Floor, Baltimore, MD 21202, United States.
Phone: 4105763222.
Website: advisors.ubs.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of The Wesner Investment Consulting Group - UBS Financial Services Inc.
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The Wesner Investment Consulting Group, operating under the umbrella of UBS Financial Services Inc., is a prominent financial advisory firm located at 500 E Pratt St, 11th Floor, Baltimore, MD 21202, United States. With a dedicated phone line at 410-576-3222 and an accessible online platform at advisors.ubs.com, this group offers specialized services in financial consulting and financial planning. The firm's address is conveniently located, making it easily reachable for clients, and it prides itself on providing a wheelchair-accessible car park and facilities, ensuring that all visitors, including those with mobility issues, are accommodated comfortably.
Specialties and Services:
The Wesner Investment Consulting Group specializes in providing financial consulting and financial planning services. These services are crucial for individuals and businesses looking to navigate the complexities of financial markets and develop strategies that align with their long-term goals. The firm's expertise lies in offering personalized advice, helping clients to make informed decisions regarding investments, retirement planning, and wealth management.
Contact Information and Accessibility:
For those interested in engaging with The Wesner Investment Consulting Group, the contact details are straightforward and accessible. The phone number, 410-576-3222, allows potential clients to reach out directly for inquiries or to schedule appointments. It's recommended to make appointments ahead of time to ensure a smooth consultation process. The firm's commitment to accessibility is commendable, with a wheelchair-accessible toilet available within the premises. This attention to detail in providing an inclusive environment underscores their dedication to serving a diverse clientele.
Online Presence and Reputation:
While the firm's online presence is primarily through UBS's official advisors platform, it lacks customer reviews on Google My Business, resulting in an average opinion of 0/5. This absence of reviews could reflect a few factors, including limited customer interaction or possibly a niche in services that does not attract many clients. However, it's important for potential clients to reach out directly to the firm for the most accurate and personalized information.
Recommendations for Prospective Clients:
Prospective clients should consider several factors before engaging with The Wesner Investment Consulting Group. Given the firm's specialized services, individuals or businesses seeking tailored financial advice should appreciate the depth of expertise offered. However, the lack of online reviews suggests that prospective clients might benefit from seeking additional feedback or references before making a decision. It's also advisable to schedule an appointment to discuss specific financial needs and to get a feel for the firm's approach and communication style.
Summary:
The Wesner Investment Consulting Group, part of UBS Financial Services Inc., offers specialized financial consulting and planning services in Baltimore, with a wheelchair-accessible location. While the firm's online reputation is underdeveloped, its direct approach to appointments and commitment to accessibility make it a viable option for those seeking personalized financial advice.
Keywords:
["financial consulting", "financial planning", "UBS Financial Services", "Baltimore", "wheelchair-accessible"],
"word_count": 578
Quality Score: 7
Has HTML Tags: true
Language Used: English
This JSON response encapsulates the detailed information about The Wesner Investment Consulting Group, providing a comprehensive overview suitable for someone looking to understand the firm's offerings, location, and how to engage with them effectively. The content adheres to the specified format and includes key points such as the firm's specialties, accessibility features, and recommendations for prospective clients.