Frequently Asked Questions About Daniel Gurian, CFP®, CPWA® - UBS Financial Services Inc.
What type of financial services does Daniel Gurian offer?
Daniel Gurian provides financial consulting and planning as a certified financial planner (CFP®) and certified private wealth advisor (CPWA®).
Where is Daniel Gurian's office located?
The office is located at One Post Office Square, 33rd Floor, Boston, MA 02109, United States.
How can I contact Daniel Gurian via phone or email?
You can reach Daniel Gurian by phone at +1 617-439-8505 or email at daniel.gurian@ubs.com.
Is there a way to schedule an appointment with Daniel Gurian online?
Yes, appointments can be scheduled online through the reservation page at https://advisors.ubs.com/daniel.gurian/contact.html.
Does Daniel Gurian have an official website where I can learn more?
Yes, you can visit https://advisors.ubs.com/daniel.gurian/ for more information about services and financial planning resources.
What is a featured message from Daniel Gurian you can share?
The featured message is: "We can help you embrace your financial future."
What financial service companies are near Daniel Gurian's office?
Nearby financial service companies include Veronica Ferro and First Republic Bank, which could be convenient for additional banking or financial needs.
Are there real estate agencies near the Daniel Gurian office for clients interested in property?
Yes, nearby real estate agencies include Boston Global Investors, JLL, and McCall and Almy, offering options for real estate investment and property management.
What nearby places could I visit to eat near Daniel Gurian’s office?
Tossed, a nearby salad bar, is a convenient option for a healthy meal close to the office.
Are there any notable landmarks or event locations near the office?
Yes, One Post Office Square itself is a landmark and offers event planning services, making it a central point of interest near the office.