Business Details
About
Financial ConsultantFinancial Planner
Location
David Marshall, CFP, CPWA - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY
14625, United States
Frequently Asked Questions About David Marshall, CFP, CPWA - UBS Financial Services Inc.
What services does David Marshall at UBS Financial Services Inc. offer?
David Marshall is a Certified Financial Planner (CFP) and Certified Private Wealth Advisor (CPWA) who provides financial consulting and planning services.
Where is David Marshall's office located?
The office is located at 400 Linden Oaks, 2nd Floor, Rochester, NY 14625, USA.
How can I contact David Marshall for financial consulting?
You can contact David Marshall by phone at +1 585-218-4543 or email at david.e.marshall@ubs.com.
Can I schedule a consultation appointment online with David Marshall?
Yes, appointments can be scheduled online via the contact page at https://advisors.ubs.com/david.e.marshall/contact.html.
What is the official website for David Marshall's financial services?
The official website is https://advisors.ubs.com/david.e.marshall/ where you can find more information.
In which time zone does David Marshall's office operate?
The office operates in the Eastern Time Zone (America/New_York).
Are there other financial service providers near David Marshall's office?
Yes, nearby financial service providers include Seneca Financial Advisors, Centra Financial Group, and Cobblestone Capital Advisors.
What nearby educational institution is close to David Marshall's office?
The University of Rochester Simon Business School is nearby and can be a good resource for clients interested in business education.
What healthcare services are located near David Marshall's office?
Nearby healthcare facilities include Rochester Ambulatory Surgery Center, RRH Neuroscience Institute, and The Spine Center At Linden Oaks, helpful for clients seeking medical care before or after their appointments.
Are there legal or IT services near David Marshall's office that clients can access?
Yes, legal services from Tully Rinckey and IT services from LPA Software Solutions are available nearby to assist clients with related needs.