Business Details
About
Financial ConsultantFinancial Planner
Location
The Summit Group - UBS Financial Services Inc.
201 North New York Ave, Winter Park, FL
32789, United States
Frequently Asked Questions About The Summit Group - UBS Financial Services Inc.
What services does The Summit Group - UBS Financial Services Inc. offer?
The Summit Group provides financial consulting and planning services as part of UBS Financial Services Inc.
Where is The Summit Group - UBS Financial Services Inc. located?
It is located at 201 North New York Ave, Suite 300, Winter Park, FL 32789, United States.
How can I contact The Summit Group by phone or email?
You can reach them by phone at +1 919-918-2330 or via several emails including m.mehta@ubs.com and paul.higgins@ubs.com.
Is there an online way to learn more or make an appointment with The Summit Group?
Yes, you can visit their website or make an appointment through their reservation page at https://advisors.ubs.com/summitgroup/contact.html.
What timezone does The Summit Group operate in?
The Summit Group operates in the America/New_York timezone.
What is The Summit Group's main message to clients?
They focus on helping clients embrace their financial future.
Are there any financial institutions near The Summit Group location?
Yes, Winter Park National Bank and Synovus Bank are nearby, which might be useful when you need additional banking services.
What dining options are near The Summit Group office?
Nearby dining options include Sonny's Franchise Co. for casual meals and Pesto Diva for Italian cuisine, perfect for lunch or dinner before or after your visit.
Are there other financial service providers near The Summit Group?
Yes, nearby you can find Triloma, CMAC Partners, and Flagship Private Wealth Management, offering additional financial advising and investing services.
What are some useful nearby services or amenities for visitors?
Visitors can access the United States Postal Service, Kwik Stop convenience store, and the Winter Park Farmers' Market all conveniently close to The Summit Group.