Frequently Asked Questions About James Merkley, CFP - UBS Financial Services Inc.
Where is James Merkley, CFP - UBS Financial Services Inc. located?
It is located at 400 Linden Oaks, 2nd Floor, Rochester, NY 14625, United States.
How can I contact James Merkley at UBS Financial Services Inc.?
You can call them at +1 585-218-4525 or email james.k.merkley@ubs.com.
What services does James Merkley offer?
James Merkley offers financial consulting and planning services as part of UBS Financial Services Inc.
Where can I schedule an appointment with James Merkley?
You can schedule an appointment through their reservation page at https://advisors.ubs.com/james.k.merkley/contact.html.
Does James Merkley have an official website?
Yes, their official website is https://advisors.ubs.com/james.k.merkley/.
What is the timezone for James Merkley’s office?
The office is in the America/New_York timezone.
Are there other financial advisory firms near James Merkley's office?
Yes, nearby financial advisors include Centra Financial Group, Seneca Financial Advisors, and Cobblestone Capital Advisors, making it convenient for clients seeking financial services in the area.
What professional or educational institutions are near James Merkley's location?
Nearby is the University of Rochester Simon Business School, which could be of interest to clients wanting to pursue business education or attend related events.
Are there any medical facilities close to James Merkley’s office?
Yes, medical centers such as Rochester Ambulatory Surgery Center, Hand Surgery Associates, and Rochester Otolaryngology - Linden Oaks are close by, which might be helpful for clients needing healthcare services before or after a visit.
Is there IT support available near James Merkley's office?
Yes, LPA Software Solutions, an IT service and computer repair provider, is located nearby, which could assist clients needing technical support.