Business Details
About
Financial ConsultantFinancial Planner
Location
Shelter Rock Wealth Consulting Group - UBS Financial Services Inc.
One Jericho Plaza, Jericho, NY
11753, United States
Frequently Asked Questions About Shelter Rock Wealth Consulting Group - UBS Financial Services Inc.
What services does Shelter Rock Wealth Consulting Group provide?
Shelter Rock Wealth Consulting Group offers financial consulting and planning services as part of UBS Financial Services Inc.
Where is Shelter Rock Wealth Consulting Group located?
Shelter Rock Wealth Consulting Group is located at One Jericho Plaza, Jericho, NY 11753, USA.
How can I contact Shelter Rock Wealth Consulting Group?
You can contact them by phone at +1 516-745-8893 or email paula.rohr@ubs.com or susan.trocchia@ubs.com.
Does Shelter Rock Wealth Consulting Group have an online presence?
Yes, they have a website at https://advisors.ubs.com/shelterrock/?utm_source=Yext&utm_medium=EN&utm_campaign=172618 where you can learn more.
Can I book an appointment with Shelter Rock Wealth Consulting Group online?
Yes, appointments can be booked online through their reservation page at https://advisors.ubs.com/shelterrock/contact.html.
What is the main featured message from Shelter Rock Wealth Consulting Group?
They emphasize helping clients embrace their financial future.
Are there other financial service providers near Shelter Rock Wealth Consulting Group?
Yes, nearby financial service providers include Alan Katz, CRPC - UBS Financial Services Inc., Personal Wealth Management Montalto Weil, and Morgan Stanley Financial Advisors.
What nearby dining options are available near Shelter Rock Wealth Consulting Group?
Nearby dining options include Nathan's Famous and The Lunchbox cafe, where you can grab a meal before or after your appointment.
Is there convenient parking available near Shelter Rock Wealth Consulting Group?
Yes, 1 Jericho Parking Lot is nearby, offering convenient parking for visitors to Shelter Rock Wealth Consulting Group.
Are there other insurance or consulting firms near Shelter Rock Wealth Consulting Group?
Yes, nearby insurance and consulting firms include Bryan Waiksnis - Financial Services Representative and Gallagher Insurance, Risk Management & Consulting.