Business Details
About
Financial ConsultantFinancial Planner
Location
James Bernard Lipari, CFP, CLU - UBS Financial Services Inc.
4622 Pennsylvania Ave, Kansas City, MO
64112, United States
Frequently Asked Questions About James Bernard Lipari, CFP, CLU - UBS Financial Services Inc.
What services does James Bernard Lipari at UBS Financial Services Inc. provide?
James Bernard Lipari is a Certified Financial Planner and Chartered Life Underwriter offering financial consulting and planning services.
Where is James Bernard Lipari, CFP, CLU located?
The office is located at 4622 Pennsylvania Ave, Suite 800, Kansas City, MO 64112, USA.
How can I contact James Bernard Lipari for financial advice?
You can call at +1 816-932-9525 or email james.lipari@ubs.com to schedule an appointment.
Is it possible to book a consultation appointment online?
Yes, appointments can be booked online at https://advisors.ubs.com/james.lipari/contact.html.
What is the official website for more information about James Bernard Lipari's financial services?
Visit https://advisors.ubs.com/james.lipari/ for comprehensive details and resources.
What time zone does James Bernard Lipari's office operate in?
The office operates in the America/Chicago time zone.
Are there any nearby financial services where I can get additional support?
Yes, nearby financial services include Jefferies/Bret Wealth Management Group - UBS Financial Services and Plaza Wealth Management - UBS Financial Services Inc.
What dining options are available near James Bernard Lipari's office?
Popular nearby restaurants include Ocean Prime - Kansas City, a steakhouse and seafood restaurant, and Prime Social, which offers cocktails and a lounge atmosphere.
Can I find parking and car services near the office?
Yes, Tiki's Car Detailing is nearby and offers auto detailing services which might be convenient when visiting the area.
Are there any notable landmarks or accommodations close to this UBS Financial Services office?
Nearby landmarks and accommodations include Plaza Club City Apartments and Kansas City Corporate Housing, which are helpful for visitors needing a place to stay.