Business Details
About
Financial ConsultantFinancial Planner
Location
Rebecca Sorensen, CFP, CIMA - UBS Financial Services Inc.
2301 W. Big Beaver, Troy, MI
48084, United States
Frequently Asked Questions About Rebecca Sorensen, CFP, CIMA - UBS Financial Services Inc.
What services does Rebecca Sorensen at UBS Financial Services Inc. offer?
Rebecca Sorensen provides financial consulting and planning services as a CFP and CIMA professional.
Where is Rebecca Sorensen, CFP, CIMA located?
The office is located at 2301 W. Big Beaver, Suite 800, Troy, MI 48084, USA.
How can I contact Rebecca Sorensen for financial advice?
You can contact Rebecca Sorensen via phone at +1 248-645-4945 or email at rebecca.sorensen@ubs.com.
How do I schedule an appointment with Rebecca Sorensen?
Appointments can be scheduled through the online reservation page at https://advisors.ubs.com/rebecca.sorensen/contact.html.
Where can I find more information about Rebecca Sorensen's financial services online?
More information is available on her official website: https://advisors.ubs.com/rebecca.sorensen/.
What is the timezone for scheduling an appointment with Rebecca Sorensen?
Her office follows the America/Detroit timezone.
Are there banking services near Rebecca Sorensen's office?
Yes, there are several nearby banks including Talmer Bank and Trust Headquarters, Huntington Bank, Chemical Bank, and TCF Bank, which can be convenient for clients needing banking services around their financial planning visits.
What other financial service providers are close to Rebecca Sorensen's office?
Nearby financial services include MAD Strategies, Koerber Wealth Management - UBS Financial Services Inc., John Perillo - UBS Financial Services, and Fifth Third Bank, giving clients a range of options for financial support in the area.
Are there any mortgage lenders near the UBS Financial Services office?
Yes, nearby mortgage lenders include Chase Mortgage, Wells Fargo Home Mortgage, and Fifth Third Mortgage - Mark Owen, which might be useful for clients seeking mortgage advice alongside financial planning.
Can I get legal or estate planning services near Rebecca Sorensen's office?
Yes, there are several local legal service providers such as John J. Wilson, Neil A. Miller Law Offices, Gaggos Flaggman, The Barkho Law Firm, and Andrew Byers PLC specializing in wills, trusts, probate, and personal injury law near the office.