Frequently Asked Questions About The Lappin Wealth Management Group - UBS Financial Services Inc.
Where is The Lappin Wealth Management Group located?
The Lappin Wealth Management Group is located at One Tower Lane, Oakbrook Terrace Tower, Oakbrook Terrace, IL 60181, USA.
What services does The Lappin Wealth Management Group offer?
They provide wealth management, financial consulting, and financial planning services as part of UBS Financial Services Inc.
How can I contact The Lappin Wealth Management Group?
You can reach them by phone at +1 630-572-4040 or email peter.lappin@ubs.com, dawn.jeffers@ubs.com, or kaitlyn.paschke@ubs.com.
Does The Lappin Wealth Management Group have an online presence where I can learn more?
Yes, you can visit their website at https://advisors.ubs.com/lappinwealth/.
How can I schedule an appointment with The Lappin Wealth Management Group?
Appointments can be scheduled through their reservation page at https://advisors.ubs.com/lappinwealth/contact.html.
What is the timezone for The Lappin Wealth Management Group's office?
Their office operates in the America/Chicago timezone.
Are there other financial advisory firms near The Lappin Wealth Management Group?
Yes, nearby financial advisory firms include Landmark Wealth Group, Edelman Financial Engines, Nastali Financial Services, and IHT Wealth Management.
What nearby services might be useful for clients visiting The Lappin Wealth Management Group?
Clients can find related services nearby such as Engage Advisors for accounting, Mark McDonald Independent Insurance Agent, and Mutual of Omaha Insurance for insurance needs.
Are there any nearby businesses that clients might visit before or after their appointment?
Yes, clients might visit nearby places like McCain Foodservice North America for food, Sara Lee Frozen Bakery for events and bars, or Shear Point Tower Salon for beauty services.
Is The Lappin Wealth Management Group located in a business complex?
Yes, it is located within the Oakbrook Terrace Tower, which houses various businesses and commercial real estate.