Business Details
About
Financial ConsultantFinancial Planner
Location
Shea Wealth Partners - UBS Financial Services Inc.
30050 Chagrin Boulevard, Pepper Pike, OH
44124, United States
Frequently Asked Questions About Shea Wealth Partners - UBS Financial Services Inc.
What services does Shea Wealth Partners - UBS Financial Services Inc. offer?
Shea Wealth Partners provides financial consulting and financial planning services as part of UBS Financial Services Inc.
Where is Shea Wealth Partners - UBS Financial Services Inc. located?
The office is located at 30050 Chagrin Boulevard, Suite 200, Pepper Pike, OH 44124, USA.
How can I contact Shea Wealth Partners - UBS Financial Services Inc.?
You can contact them by phone at +1 216-292-1270 or via email at andrea.shea@ubs.com, marty.shea@ubs.com, kim.cristofoli@ubs.com, and kiana.kaufmann@ubs.com.
How can I schedule an appointment with Shea Wealth Partners - UBS Financial Services Inc.?
Appointments can be scheduled online through their contact page at https://advisors.ubs.com/sheawealth/contact.html.
What is the website for Shea Wealth Partners - UBS Financial Services Inc.?
Their official website is https://advisors.ubs.com/sheawealth/.
What message does Shea Wealth Partners want to share with potential clients?
They emphasize that they can help you embrace your financial future.
Are there other financial advisors near Shea Wealth Partners - UBS Financial Services Inc.?
Yes, several nearby financial advisors include Chris Minotti - Ameriprise Financial Services, Mark Cooperrider, Tim Bonar APMA, Dattilo Wealth Management Group, and Elisa Budoff.
What financial institutions are located near Shea Wealth Partners - UBS Financial Services Inc.?
Nearby financial institutions include Wells Fargo Advisors and KeyBank, which could be useful for clients managing their financial portfolios.
Are there legal services near Shea Wealth Partners - UBS Financial Services Inc. that clients might find helpful?
Yes, nearby legal service providers include Meyer Wilson, THC Legal Group, The Rivchun Law Firm, and McMillan and Sobel, which might support clients needing legal advice related to finances.
What nearby community and professional services are available around Shea Wealth Partners - UBS Financial Services Inc.?
Nearby organizations include the Council of International Programs USA, The Reinberger Foundation, Veale Youth Entrepreneurship Forum, Apollo Property Management, and Five Lakes Dental Practice Solutions, offering various community and professional supports.