Reviews
5.02 Reviews
Showing 1-2 of 2 reviews
robert M.
12/2013
financial advisor
 + -1 moreThey have a much broader portfolio of investment. You can also get financial instruments offerings from other financial institution that are not available in the public.
Description of Work: I have used UBS. They managed all my investments. We have a review every year and we go through what our likes and dislikes are in terms of investment ideas, how much control we want over the investments, they craft a portfolio and whenever they have investments ideas, they bring investments ideas to you.
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Yes, I recommend this pro
03/2004
accountant
 + -1 moreWELL-ADVISED; EASY TO TALK WITH; CONCERNED.
Description of Work: FINANCIAL PLANNING; RETIREMENT PLAN.
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Yes, I recommend this pro
$100
Contact information
11150 Overbrook Rd Ste 300, Leawood, KS 66211
www.ubs.comLicensing
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Service Categories
Financial Planning,
Accountants/Tax Consultants,
Real Estate Agents
FAQ
UBS is currently rated 5 overall out of 5.
No, UBS does not offer free project estimates.
No, UBS does not offer eco-friendly accreditations.
No, UBS does not offer a senior discount.
No, UBS does not offer emergency services.
No, UBS does not offer warranties.
Contact information
11150 Overbrook Rd Ste 300, Leawood, KS 66211
www.ubs.com