Business Details
About
Financial ConsultantFinancial Planner
Location
Compass South Wealth Consulting Group - UBS Financial Services Inc.
265 Church St, New Haven, CT
06510, United States
Frequently Asked Questions About Compass South Wealth Consulting Group - UBS Financial Services Inc.
What financial consulting services does Compass South Wealth Consulting Group offer?
Compass South Wealth Consulting Group provides financial consulting and planning services as part of UBS Financial Services Inc., helping clients plan their financial futures.
Where is Compass South Wealth Consulting Group located?
The office is located at 265 Church St, 4th and 6th Floors, New Haven, CT 06510, USA.
How can I contact Compass South Wealth Consulting Group?
You can reach them by phone at +1 203-498-3328 or email Carl Donatello, John Sholtis, or Denise Rasicot at their respective UBS email addresses.
How can I schedule an appointment with Compass South Wealth Consulting Group?
Appointments can be scheduled online via their reservation URL at https://advisors.ubs.com/compassswm/contact.html.
What is the timezone of Compass South Wealth Consulting Group's office?
Their office operates in the America/New_York timezone.
What nearby legal services might be useful before or after my visit?
Nearby legal firms such as Early, Lucarelli, Sweeney & Meisenkothen, Wiggin and Dana LLP, and Gillis Law Firm can assist if you need legal or financial services related to your consultations.
Are there any banks near Compass South Wealth Consulting Group?
Yes, People’s United Bank and M&T Bank are nearby, convenient for banking needs before or after financial consultations.
What nearby places can I visit for coffee or food when I visit Compass South Wealth Consulting Group?
You can enjoy a coffee break at Willoughby's Coffee & Tea or grab a bite at nearby restaurants like Jasmine Thai Cart, Bruegger’s Bagels, Zoi’s cafe, or Costa Pizza Restaurant.
Does Compass South Wealth Consulting Group have an online presence where I can learn more?
Yes, visit their website at https://advisors.ubs.com/compassswm/ for more information about their services and financial advice.
How does Compass South Wealth Consulting Group support environmental or community initiatives nearby?
Nearby, The Nature Conservancy in Connecticut and Yale Graduate Financial Aid Office are community-focused organizations, reflecting the local commitment to social service and environmental conservation.