Business Details
About
Financial ConsultantFinancial Planner
Location
Edgewater Wealth Management - UBS Financial Services Inc.
8 Wright Street, Westport, CT
06880, United States
Frequently Asked Questions About Edgewater Wealth Management - UBS Financial Services Inc.
What services does Edgewater Wealth Management offer?
Edgewater Wealth Management provides financial consulting and planning services as part of UBS Financial Services Inc.
Where is Edgewater Wealth Management located?
It is located at 8 Wright Street, 3rd Floor, Westport, CT 06880, USA.
How can I contact Edgewater Wealth Management?
You can reach them by phone at +1 203-291-1089 or by email at kristin.bloom@ubs.com, dean.gaugler@ubs.com, kevin.porter@ubs.com, robyn.barger@ubs.com, or angela.kelly@ubs.com.
Can I book an appointment with Edgewater Wealth Management online?
Yes, you can schedule an appointment through their reservation website at https://advisors.ubs.com/edgewater/contact.html.
Where can I find more information about Edgewater Wealth Management?
Visit their website at https://advisors.ubs.com/edgewater/ to learn more and explore their financial services offerings.
What is the featured message of Edgewater Wealth Management?
They help clients embrace their financial future.
Which nearby financial services providers are close to Edgewater Wealth Management?
Nearby financial services providers include James F Stuart - Branch Manager at Ameriprise Financial Services, MNS Wealth Management, Mercer Advisors, and several Ameriprise Financial Services LLC advisors like Arnold Blumenfeld and Nicholas Difalco.
What nearby investing firms can clients visit in Westport?
Stifel and Blue Keel Financial Planning are nearby investing firms that clients might consider visiting in Westport.
Are there any interesting landmarks near Edgewater Wealth Management for clients to visit?
Yes, the National Hall Historic District, a landmark and museum, is located nearby and can be a great spot to visit before or after your appointment.
What nearby professional services are available around Edgewater Wealth Management?
Besides financial services, nearby professional services include legal firms such as Forte Law Group LLC and The Law Offices Of Stacey Kronick, as well as marketing agencies like Jake Labate.