Business Details
About
Financial ConsultantFinancial Planner
Location
Lusardi Wealth Management - UBS Financial Services Inc.
One State St., Hartford, CT
06103, United States
Frequently Asked Questions About Lusardi Wealth Management - UBS Financial Services Inc.
What services does Lusardi Wealth Management - UBS Financial Services Inc. offer?
They offer financial consulting and financial planning services as part of UBS Financial Services Inc.
Where is Lusardi Wealth Management located?
The office is located at One State St., Ste. 1600, Hartford, CT 06103, USA.
How can I contact Lusardi Wealth Management?
You can contact them by phone at +1 860-275-8051 or via email at sherry.olson-lusardi@ubs.com, michael.lusardi@ubs.com, or carrie.mcgurkin@ubs.com.
How do I schedule an appointment with Lusardi Wealth Management?
Appointments can be scheduled through their reservation page at https://advisors.ubs.com/lusardi/contact.html.
What is the timezone for Lusardi Wealth Management's office?
The office operates in the America/New_York timezone.
What is the website for Lusardi Wealth Management?
Their website can be accessed at https://advisors.ubs.com/lusardi/.
Are there any dining options near Lusardi Wealth Management?
Nearby dining options include ON20 (American and European cuisine), The Foundry (American restaurant), and Spris (Italian restaurant).
Which community services or nonprofits are located near Lusardi Wealth Management?
Nearby nonprofit organizations include United Way of Central and Northeastern Connecticut, City of Hartford Department of Development Services, and CT Office of the Arts (COA).
Are there any educational facilities near Lusardi Wealth Management?
Yes, Cadence Academy Preschool and Connecticut Center for Entrepreneurship and Innovation (CCEI) are nearby educational facilities.
Can customers find coffee shops close to Lusardi Wealth Management?
Yes, One State Street Cafe and Dunkin' Donuts are nearby locations where customers can get coffee and light refreshments.