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 is the address of Newport Legacy Wealth Management - UBS Financial Services Inc.?
The address is 888 San Clemente Drive, Suite 300, Newport Beach, CA 92660, United States.
How can I contact Newport Legacy Wealth Management - UBS Financial Services Inc.?
You can call them at +1 949-467-6013 or email douglas.cosgrove@ubs.com or jon.dunavold@ubs.com.
What services does Newport Legacy Wealth Management provide?
They offer financial consulting and financial planning services as part of UBS Financial Services Inc.
Can I schedule an appointment online with Newport Legacy Wealth Management?
Yes, you can schedule an appointment via their reservation page at https://advisors.ubs.com/cosgrovewealthmanagement/contact.html.
Where can I find more information about Newport Legacy Wealth Management online?
Visit their website at https://advisors.ubs.com/cosgrovewealthmanagement/ for more details.
Is Newport Legacy Wealth Management located near any other financial services?
Yes, nearby financial services include Carl J. Hattermann - UBS Financial Services, Alan Freeman (financial advising and insurance), RPM Mortgage, Kevin Rudrud - RPM Mortgage, and others.
What attractions or amenities are near Newport Legacy Wealth Management?
Nearby places include the Santa Ana Country Club, Ritz-Carlton Club & Residences Southern California Center hotel, and Ocma Galleries museum, which you might consider visiting before or after your appointment.
Are there dining options near Newport Legacy Wealth Management?
Yes, nearby dining options include Gypsy Den restaurant and LiquorVerse, which also serves drinks.
What is the timezone for Newport Legacy Wealth Management?
The timezone is America/Los_Angeles (Pacific Time).
Does Newport Legacy Wealth Management have a featured message for clients?
Yes, their featured message is: 'We can help you embrace your financial future.'