Business Details
About
Financial ConsultantFinancial Planner
Location
Dugan Wealth Management - UBS Financial Services Inc.
One Post Office Square, Boston, MA
02109, United States
Frequently Asked Questions About Dugan Wealth Management - UBS Financial Services Inc.
What services does Dugan Wealth Management - UBS Financial Services Inc. offer?
Dugan Wealth Management provides financial consulting and planning services to help clients manage and embrace their financial future.
Where is Dugan Wealth Management located?
They are located at One Post Office Square, 33rd Floor, Boston, MA 02109, United States.
How can I contact Dugan Wealth Management via phone or email?
You can call them at +1 617-439-8521 or email one of the advisors such as owen.dugan@ubs.com or jj.mcdonald@ubs.com.
How do I schedule an appointment with Dugan Wealth Management?
Appointments can be scheduled through their reservation page at https://advisors.ubs.com/duganwealthmanagement/contact.html
Does Dugan Wealth Management have a website for more information?
Yes, their website is https://advisors.ubs.com/duganwealthmanagement/ where you can find more details about their services.
What is the time zone of Dugan Wealth Management’s office?
Their office operates in the America/New_York time zone.
Are there any notable landmarks near Dugan Wealth Management's office?
Yes, One Post Office Square itself is a landmark and historical building where the office is located.
What nearby financial or real estate services are close to Dugan Wealth Management?
Nearby financial and real estate-related services include Boston Global Investors, JLL, and First Republic Bank, which might be useful for clients dealing with property or banking needs.
Are there dining options near Dugan Wealth Management to visit before or after a meeting?
Yes, Tossed, a salad bar, is conveniently nearby for a healthy meal or quick lunch around your visit.
What other professional services are close by that clients might find useful?
Nearby professional services include law firms like Sullivan & Worcester and Toland Law, as well as business consulting services like Effortless Advisory LLC, which may complement financial planning needs.