Business Details
About
Financial ConsultantFinancial Planner
Location
The Excelsior Consulting Team - UBS Financial Services Inc.
One Jericho Plaza, Jericho, NY
11753, United States
Frequently Asked Questions About The Excelsior Consulting Team - UBS Financial Services Inc.
What services does The Excelsior Consulting Team - UBS Financial Services Inc. offer?
They provide financial consulting and planning services as part of UBS Financial Services Inc.
Where is The Excelsior Consulting Team - UBS Financial Services Inc. located?
They are located at One Jericho Plaza, Suite 205, Jericho, NY 11753, US.
How can I contact The Excelsior Consulting Team for inquiries or appointments?
You can reach them by phone at +1 516-745-8964 or email Diane Johnston or Ellen Spathis at diane.johnston@ubs.com or ellen.spathis@ubs.com.
Is there a website where I can learn more about The Excelsior Consulting Team?
Yes, visit https://advisors.ubs.com/excelsiorconsultingteam/ to find more information about their services.
Can I schedule an appointment with The Excelsior Consulting Team online?
Yes, appointments can be booked online at https://advisors.ubs.com/excelsiorconsultingteam/contact.html.
What is the timezone of The Excelsior Consulting Team office?
The office operates in the America/New_York timezone.
What financial advisors or services are located near The Excelsior Consulting Team?
Nearby financial services include Alan Katz, CRPC - UBS Financial Services Inc., Personal Wealth Management Montalto Weil, and Linda Sama, among others.
Are there dining options close to The Excelsior Consulting Team office?
Yes, you can visit nearby restaurants like Nathan's Famous and The Lunchbox for meals before or after your visit.
What parking facilities are available near The Excelsior Consulting Team?
1 Jericho Parking Lot is located nearby, offering convenient parking for visitors.
Are there other financial institutions or corporate offices near The Excelsior Consulting Team?
Yes, nearby corporate offices include Anchor Wealth Management - UBS Financial Services Inc. and Ernst & Young, which may be of interest to clients in the area.