Business Details
About
Financial ConsultantFinancial Planner
Location
Legacy Wealth Management - UBS Financial Services Inc.
58 South Service Road, Melville, NY
11747, United States
Frequently Asked Questions About Legacy Wealth Management - UBS Financial Services Inc.
What services does Legacy Wealth Management - UBS Financial Services Inc. offer?
They provide financial consulting, financial planning, and wealth management services as part of UBS Financial Services Inc.
Where is Legacy Wealth Management - UBS Financial Services Inc. located?
They are located at 58 South Service Road, Suite 310, Melville, NY 11747, USA.
How can I contact Legacy Wealth Management for financial advice?
You can call them at +1 631-420-6466 or email representatives like matthew.kroin@ubs.com, brian.lacks@ubs.com, or gerald.demeo@ubs.com.
How can I schedule an appointment with Legacy Wealth Management?
Appointments can be made through their reservation page at https://advisors.ubs.com/lgw/contact.html.
What is the timezone for Legacy Wealth Management's office?
Their office operates in the America/New_York timezone.
Does Legacy Wealth Management have an online website where I can learn more?
Yes, their website is https://advisors.ubs.com/lgw/.
Which financial advisors are located near Legacy Wealth Management in Melville?
Nearby financial advisors include Mark T Greco, David P. Schiebelhuth - Morgan Stanley, Jeremy O'Brien, and The Inserra and Paduano Group - Morgan Stanley.
Are there any parks or recreational areas near Legacy Wealth Management?
Yes, Pineridge Park Preserve is a nearby park where you can enjoy outdoor activities before or after your financial meetings.
What other financial services or institutions are near Legacy Wealth Management?
Other nearby financial services include Brian Cohen, Ronald Valinotti, American Advisors Group, Wells Fargo Private Bank, and Morgan Stanley Financial Advisors.
Can I find related professional services near Legacy Wealth Management in Melville?
Yes, nearby professional services include legal services such as Zlotolow & Associates and Dallas Law, as well as commercial real estate agencies like Avison Young and CBRE.