Business Details
About
Financial ConsultantFinancial Planner
Location
The Smith Group - UBS Financial Services Inc.
888 San Clemente Drive, Newport Beach, CA
92660, United States
Frequently Asked Questions About The Smith Group - UBS Financial Services Inc.
What services does The Smith Group - UBS Financial Services Inc. offer?
The Smith Group offers financial consulting, planning, and wealth management services as part of UBS Financial Services Inc.
Where is The Smith Group - UBS Financial Services Inc. located?
They are located at 888 San Clemente Drive, Suite 300, Newport Beach, CA 92660, US.
How can I contact The Smith Group for financial advice or consultations?
You can call them at +1 949-717-3975 or email team members at their respective emails like travis.l.smith@ubs.com or steve.l.smith@ubs.com.
Can I book an appointment with The Smith Group online?
Yes, appointments can be scheduled via their reservation page at https://advisors.ubs.com/smithgroup/contact.html.
What is the official website of The Smith Group - UBS Financial Services Inc.?
Their website is https://advisors.ubs.com/smithgroup/.
Which nearby financial services might complement a visit to The Smith Group?
Nearby financial services include New York Life Insurance Company for life insurance, Alan Freeman for financial advising and insurance, and Carl J. Hattermann at UBS for additional financial consulting.
Are there any nearby mortgage services close to The Smith Group?
Yes, Kevin Rudrud - RPM Mortgage and Rpm Mortgage offices are nearby, providing mortgage lending and home financing options.
What recreational or leisure spots are near The Smith Group's location?
Santa Ana Country Club offers active life and sports activities nearby, and the Ritz-Carlton Club & Residences Southern California Center is a nearby hotel and amusement park for leisure.
Are there any notable attractions for art enthusiasts near The Smith Group?
Yes, Ocma Galleries is nearby and offers museum experiences for art lovers.
What can customers expect regarding The Smith Group's business hours timezone?
The Smith Group operates in the America/Los_Angeles timezone, relevant for scheduling and appointments.