Business Details
About
Financial ConsultantFinancial Planner
Location
Greer-Rodriguez Advisors - UBS Financial Services Inc.
One Post Office Square, Boston, MA
02109, United States
Frequently Asked Questions About Greer-Rodriguez Advisors - UBS Financial Services Inc.
What services does Greer-Rodriguez Advisors - UBS Financial Services Inc. provide?
They offer financial consulting and planning services as part of UBS Financial Services Inc.
Where is Greer-Rodriguez Advisors located?
They are located on the 33rd Floor at One Post Office Square, Boston, MA 02109.
How can I contact Greer-Rodriguez Advisors for inquiries?
You can call them at +1 617-439-8332 or email gordon.greer@ubs.com, j.rodriguez@ubs.com, or samantha.w.green@ubs.com.
Is there a way to schedule an appointment online with Greer-Rodriguez Advisors?
Yes, you can book an appointment through their reservation page at https://advisors.ubs.com/greer-rodriguezadvisors/contact.html.
What is the main website to learn more about Greer-Rodriguez Advisors?
Their main website is https://advisors.ubs.com/greer-rodriguezadvisors/.
What is the featured message from Greer-Rodriguez Advisors?
Their featured message is: "We can help you embrace your financial future."
What are some nearby places of interest around Greer-Rodriguez Advisors?
Nearby places include Boston Global Investors, JLL, Tossed (salad bar), and First Republic Bank.
How can nearby Boston Global Investors and JLL assist clients visiting Greer-Rodriguez Advisors?
Clients interested in real estate or property management can visit Boston Global Investors or JLL nearby for related services before or after their financial consultation.
Are there dining options near Greer-Rodriguez Advisors?
Yes, Tossed, a salad bar, is located nearby for a healthy meal option.
Which financial institutions are located near Greer-Rodriguez Advisors and could be useful for clients?
First Republic Bank is close by, offering banking services that may complement financial planning needs.