Business Details
About
Financial ConsultantFinancial Planner
Location
The Case Wealth Management Group - UBS Financial Services Inc.
2 Market Square, Marblehead, MA
01945, United States
Frequently Asked Questions About The Case Wealth Management Group - UBS Financial Services Inc.
What services does The Case Wealth Management Group provide?
They offer financial consulting, planning, and wealth management services as part of UBS Financial Services Inc.
Where is The Case Wealth Management Group located?
They are located at 2 Market Square, Marblehead, MA 01945, US.
How can I contact The Case Wealth Management Group via phone or email?
You can call them at +1 781-990-5158 or email richard.casejr@ubs.com, alex.case@ubs.com, or jennifer.snow@ubs.com.
How can I schedule an appointment with The Case Wealth Management Group?
Appointments can be scheduled online at https://advisors.ubs.com/casegroup/contact.html.
What is the timezone of The Case Wealth Management Group's office?
Their office is in the America/New_York timezone.
Can I learn more about The Case Wealth Management Group online?
Yes, visit their website at https://advisors.ubs.com/casegroup/.
What nearby businesses might be useful if I am visiting The Case Wealth Management Group?
Nearby you can find Whitney Brothers Construction Co., a contractor and construction services company, as well as the UBS Financial Services Inc. corporate office.
Are there any notable landmarks near The Case Wealth Management Group's office?
Yes, the Old Town House, a historical building and town hall, is close by and a great place to visit before or after your appointment.
What local amenities are available near The Case Wealth Management Group?
You can find several boutiques like The Bus Stop and Bobbles & Lace, cafes like Mookie's and Haley's Market Café, as well as art galleries such as Ian Sherwin Gallery and Arnould Gallery & Framery nearby.
Is there nearby accommodation available for clients visiting The Case Wealth Management Group from out of town?
Yes, Brimblecomb Hill Bed & Breakfast offers hotel and motel accommodations close to the office.