Business Details
About
Financial ConsultantFinancial Planner
Location
Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc.
3030 Old Ranch Parkway, Seal Beach, CA
90740, United States
Frequently Asked Questions About Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc.
What services does Gerald Thomas Montegani Jr., CFP, CIMA offer?
Gerald Thomas Montegani Jr., CFP, CIMA provides financial consulting and planning services as part of UBS Financial Services Inc.
Where is Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. located?
The office is located at 3030 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740, USA.
How can I contact Gerald Thomas Montegani Jr. for financial advice?
You can reach Gerald Thomas Montegani Jr. by phone at +1 562-343-9175 or email at gerald.montegani@ubs.com.
How can I book an appointment with Gerald Thomas Montegani Jr.?
Appointments can be scheduled via the online reservation page at https://advisors.ubs.com/gerald.montegani/contact.html.
What is the official website for Gerald Thomas Montegani Jr.'s financial services?
Visit https://advisors.ubs.com/gerald.montegani/ for more information about the services offered.
What financial institutions are nearby Gerald Thomas Montegani Jr.'s office?
Nearby financial institutions include UBS Financial Services Inc., Bank of America Mortgage, Merrill Mortgage Team, and Progressive Loan Funding.
Are there local real estate services near Gerald Thomas Montegani Jr.'s office?
Yes, several nearby real estate agents and services like Francoise Pichon Realty Masters, KO Real Estate, Shawn Roshan Realtor, and Jamie Saltman Real Estate offer local real estate assistance.
What dining options are available close to the financial office?
The Bixby Plaza Cafe is a nearby cafe and sandwich shop where clients can enjoy a meal before or after meetings.
Can I access legal services near Gerald Thomas Montegani Jr.'s office for related matters?
Yes, nearby legal services include Family Law Offices of Glen L. Rabenn, Dockstader Orliczky, and Brandon Law Group, which specialize in family and divorce law.
What is Gerald Thomas Montegani Jr.'s featured message to clients?
The featured message is: "We can help you embrace your financial future," highlighting the focus on client financial growth and planning.