Business Details
About
Financial ConsultantFinancial Planner
Location
Compass Investment Group - UBS Financial Services Inc.
55 William Street, Wellesley, MA
02481, United States
Frequently Asked Questions About Compass Investment Group - UBS Financial Services Inc.
What is the address of Compass Investment Group - UBS Financial Services Inc.?
Compass Investment Group is located at 55 William Street, 3rd Floor, Wellesley, MA 02481, USA.
How can I contact Compass Investment Group for financial consulting services?
You can reach Compass Investment Group by phone at +1 781-446-8910 or by email via the addresses provided on their website.
What types of financial services does Compass Investment Group offer?
Compass Investment Group offers financial consulting, financial planning, and investment management services as part of UBS Financial Services Inc.
Is it possible to schedule an appointment with Compass Investment Group online?
Yes, you can schedule an appointment through their reservation website at https://advisors.ubs.com/compassgroup/contact.html.
What is the website for more information about Compass Investment Group?
More information can be found at https://advisors.ubs.com/compassgroup/.
What is the featured message of Compass Investment Group?
Their featured message is 'We can help you embrace your financial future,' emphasizing strong future financial planning.
Are there other financial advising firms near Compass Investment Group in Wellesley?
Yes, nearby financial advising firms include The Relaxing Retirement Group, Terry Goodhue, Morgan Stanley, MapleRock Wealth Management, and Janine Olson at Merrill Lynch.
If visiting Compass Investment Group, are there legal service providers nearby for complementary services?
Yes, nearby legal services include D'Amico Tutwiler Family Law, Clarkin & Phillips, Stanzler Levine, Fields and Dennis LLP, and Seegel Lipshutz Lo and Martin.
What nearby places can clients visit before or after their appointment at Compass Investment Group?
Clients can visit The Nines, a landmark and historical building, or take a break at Wellesley Office Park 40 William which serves as a park and transportation hub nearby.
Are there any nearby offices of other financial service providers near Compass Investment Group?
Yes, nearby financial service providers include Northwestern Mutual, UBS Financial Services Inc. corporate offices, Merrill Lynch Wealth Management, AXA Network, Highland Financial Group, and PrimeLending.