Business Details
About
Financial ConsultantFinancial Planner
Location
Newport Legacy Wealth Management - UBS Financial Services Inc.
888 San Clemente Drive, Newport Beach, CA
92660, United States
Frequently Asked Questions About Newport Legacy Wealth Management - UBS Financial Services Inc.
What services does Newport Legacy Wealth Management - UBS Financial Services Inc. offer?
They provide financial consulting and planning services as part of UBS Financial Services Inc.
Where is Newport Legacy Wealth Management located?
They are located at 888 San Clemente Drive, Suite 300, Newport Beach, CA 92660, USA.
How can I contact Newport Legacy Wealth Management?
You can call them at +1 949-467-6079 or email marc.foster@ubs.com, blake.foster@ubs.com, brian.gooding@ubs.com, raymond.lejano@ubs.com, or mercede.schroeder@ubs.com.
Can I schedule an appointment online with Newport Legacy Wealth Management?
Yes, appointments can be scheduled online via their reservation page at https://advisors.ubs.com/nlwm/contact.html.
What is the website for Newport Legacy Wealth Management?
Their website is https://advisors.ubs.com/nlwm/ where you can find more information and resources.
What time zone does Newport Legacy Wealth Management operate in?
They operate in the America/Los_Angeles time zone.
Are there other financial services nearby Newport Legacy Wealth Management?
Yes, nearby financial services include Rpm Mortgage, Kevin Rudrud - RPM Mortgage, Alan Freeman Insurance Agency, Carl J. Hattermann - UBS Financial Services, and New York Life Insurance Company.
What nearby amenities can I visit around Newport Legacy Wealth Management?
Nearby amenities include LiquorVerse (a liquor store and eatery), Gypsy Den restaurant, and the Ocma Galleries museum for art lovers.
Where can I find recreational or social clubs near Newport Legacy Wealth Management?
You can visit the Santa Ana Country Club, which offers active lifestyle and sports club activities close to the business.
Are there notable residential or accommodation options near Newport Legacy Wealth Management?
Nearby residential and accommodation options include Colony at Fashion Island Apartment Homes, Villas Fashion Island Apartment Homes, and the Ritz-Carlton Club & Residences Southern California Center hotel.