Business Details
About
Financial ConsultantFinancial Planner
Location
The Bishop Group - UBS Financial Services Inc.
55 William Street, Wellesley, MA
02481, United States
Frequently Asked Questions About The Bishop Group - UBS Financial Services Inc.
What services does The Bishop Group - UBS Financial Services Inc. offer?
The Bishop Group offers financial consulting and planning services as part of UBS Financial Services Inc.
Where is The Bishop Group - UBS Financial Services Inc. located?
They are located at 55 William Street, 3rd Floor, Wellesley, MA 02481, USA.
How can I contact The Bishop Group to schedule a consultation?
You can call them at +1 781-446-8969 or book an appointment via their contact page at https://advisors.ubs.com/thebishopgroup/contact.html.
What is the timezone for The Bishop Group's office?
The office is in the America/New_York timezone.
Where can I find more information about The Bishop Group online?
Visit their website at https://advisors.ubs.com/thebishopgroup/ for more details.
Does The Bishop Group have any nearby financial consulting competitors?
Yes, nearby financial advisors include The Relaxing Retirement Group, Terry Goodhue, Morgan Stanley, Janine Olson at Merrill Lynch, and MapleRock Wealth Management.
Are there any legal services near The Bishop Group that could be useful for clients?
Nearby legal service providers include D'Amico Tutwiler Family Law, Clarkin & Phillips, Stanzler Levine, Fields and Dennis LLP, and Seegel Lipshutz Lo and Martin.
What nearby amenities can clients visit before or after their appointment at The Bishop Group?
Clients might visit The Nines, a local landmark and historical building, or stop by Gulf Oil gas station nearby. Also, Bright Horizons at Wellesley offers daycare and preschool services.
Who can I email to inquire about services at The Bishop Group?
You can contact team members via emails such as mike.bishop@ubs.com, melissa.courtney@ubs.com, heidi.mccaigue@ubs.com, or jessica.hoffman@ubs.com.
What types of financial planning does The Bishop Group specialize in?
As financial consultants and planners, they help clients embrace their financial future through personalized financial strategies and planning.