Business Details
About
Financial ConsultantFinancial Planner
Location
The Baumgardner Group and Partners - UBS Financial Services Inc.
888 San Clemente Drive, Newport Beach, CA
92660, United States
Frequently Asked Questions About The Baumgardner Group and Partners - UBS Financial Services Inc.
What is the address of The Baumgardner Group and Partners - UBS Financial Services Inc.?
The Baumgardner Group and Partners is located at 888 San Clemente Drive, Suite 300, Newport Beach, CA 92660, USA.
What financial services does The Baumgardner Group and Partners provide?
They offer financial consulting and planning services as part of UBS Financial Services Inc.
How can I schedule an appointment with The Baumgardner Group and Partners?
You can schedule an appointment through their reservation URL at https://advisors.ubs.com/baumgardnergroup/contact.html.
What is the main contact phone number for The Baumgardner Group and Partners?
The main phone number is +1 949-717-3938.
Are there email contacts available for representatives at The Baumgardner Group and Partners?
Yes, emails include jay.baumgardner@ubs.com, robert.meeks@ubs.com, carl.nelson@ubs.com, gregg.palmer@ubs.com, and jason.kaimer@ubs.com.
What is the official website of The Baumgardner Group and Partners?
Their website is https://advisors.ubs.com/baumgardnergroup/.
What nearby financial services can clients access around The Baumgardner Group and Partners?
Clients can find nearby financial services such as Alan Freeman Insurance Agency, Carl J. Hattermann - UBS Financial Services, and RPM Mortgage.
Are there dining options near The Baumgardner Group and Partners?
Yes, nearby dining includes places like LiquorVerse and Gypsy Den restaurants, which clients can visit before or after their meetings.
What are some nearby points of interest for visitors to The Baumgardner Group and Partners?
Nearby points of interest include the Newport Beach Hovercraft Golf Carts for recreation, the Ocma Galleries museum, and the Ritz-Carlton Club & Residences Southern California Center hotel.
Is there convenient transportation or banking services near The Baumgardner Group and Partners?
Yes, there is a Chase ATM nearby for banking needs, which can be helpful when visiting the firm.