Business Details
About
Financial ConsultantFinancial Planner
Location
John Gherardi, CFP, CPWA - UBS Financial Services Inc.
201 Settlers Trace, Lafayette, LA
70508, United States
Frequently Asked Questions About John Gherardi, CFP, CPWA - UBS Financial Services Inc.
What services does John Gherardi at UBS Financial Services Inc. provide?
John Gherardi offers financial consulting and planning services as a Certified Financial Planner (CFP) and Certified Private Wealth Advisor (CPWA) through UBS Financial Services Inc.
Where is John Gherardi's office located?
The office is located at 900 East St. Mary Blvd, 1st Floor, Lafayette, LA 70503, USA.
How can I contact John Gherardi for financial advice?
You can contact John Gherardi by phone at +1 337-266-6015 or by email at john.gherardi@ubs.com.
How can I book an appointment with John Gherardi?
Appointments can be booked online at https://advisors.ubs.com/john.gherardi/contact.html.
Does John Gherardi have an official website?
Yes, you can learn more about his services at https://advisors.ubs.com/john.gherardi/.
What is the featured message from John Gherardi's financial services?
The team helps you embrace your financial future with expert guidance and planning.
What financial institutions are located near John Gherardi's office?
Nearby financial institutions include Investar Bank, Business First Bank, and Capitalone, which could assist in banking or loan-related matters complementary to financial planning.
Are there any educational centers near John Gherardi's office?
Yes, nearby educational centers include LANTEC Computer Training Center, Lantec Corporate Training, and LANTEC of Louisiana Corporate Training Center Lafayette.
Where can clients go for dining options near John Gherardi's office?
Clients can visit Piccadilly Cafeteria, an American restaurant close to the office, perfect for meals before or after appointments.
What professional services are near John Gherardi's office that clients might find useful?
Nearby professional services include legal services like Barry Sallinger Law and Sallinger/Melancon Defense Attorneys, medical services including plastic surgeons such as Joseph Lupo, MD, and chiropractors like Dr Richard Duplantis MD DC MA, providing a range of support for clients.