Frequently Asked Questions About Robert Levin, CFP, CEPA - UBS Financial Services Inc.
What services does Robert Levin at UBS Financial Services Inc. provide?
Robert Levin is a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) offering financial consulting and planning services.
Where is Robert Levin's office located?
The office is located at 131 South Rodeo Drive, Suite 300, Beverly Hills, CA 90212, US.
How can I contact Robert Levin for financial advice?
You can contact Robert Levin by phone at +1 310 281 4646 or email at robert.levin@ubs.com.
How can I schedule an appointment with Robert Levin?
You can schedule an appointment via his reservation page at https://advisors.ubs.com/robert.levin/contact.html
Does Robert Levin have an online presence where I can learn more?
Yes, you can visit his professional website at https://advisors.ubs.com/robert.levin
What is the featured message or focus of Robert Levin's financial advisory?
The message is 'We can help you embrace your financial future,' emphasizing personalized financial planning.
Which nearby real estate agencies are located close to Robert Levin's office?
Nearby real estate agencies include Kayo Yoshida / Berkshire Hathaway HomeServices, Greater Los Angeles Real Estate, Tom Tostengard Real Estate, and several others on South Rodeo Drive.
Are there other financial service providers near Robert Levin's office?
Yes, Jasmine Turner at UBS Financial Services Inc. is a nearby financial service provider.
Can I find beauty and wellness services near Robert Levin's office?
Yes, Georgette Klinger Skin Care, a spa and beauty salon, is located nearby for health and skincare services.
How might the nearby real estate and mortgage professionals assist clients visiting Robert Levin?
Clients interested in financial planning for property investment can connect with nearby real estate agents like Laurie Zeiger Dodd or mortgage brokers such as Ernest Heredia at Prosperity Home Mortgage for complementary services.