Frequently Asked Questions About Patricia Kelley, CDFA, CIMA - UBS Financial Services Inc.
What types of financial services does Patricia Kelley, CDFA, CIMA provide?
Patricia Kelley, CDFA, CIMA offers financial consulting and financial planning services through UBS Financial Services Inc.
Where is Patricia Kelley's UBS Financial Services office located?
The office is located at 2055 Crocker Road, Suite 201, Westlake, OH 44145, United States.
How can I contact Patricia Kelley for a consultation?
You can call the main phone number at +1 440-414-2755 or email patricia.kelley@ubs.com to schedule a consultation.
Is it possible to book an appointment online with Patricia Kelley?
Yes, you can schedule an appointment online via https://advisors.ubs.com/patricia.kelley/contact.html.
What is Patricia Kelley's website for more information about her financial services?
You can visit https://advisors.ubs.com/patricia.kelley/ for detailed information about Patricia Kelley's financial services.
What is the featured message or unique value proposition offered by Patricia Kelley?
Patricia Kelley helps clients embrace their financial future with personalized financial planning and consulting.
Which nearby medical centers are close to Patricia Kelley's office that clients might visit?
Nearby medical centers include UH Fertility Center West and University Hospitals Maternal Fetal Medicine, convenient for clients needing healthcare visits.
Are there any nearby real estate agents near Patricia Kelley's location for clients considering property investments?
Yes, multiple real estate agents such as Sonny Covic - Howard Hanna and Stacy Little Realtor are located nearby to assist with property investments.
Can clients access banking services conveniently near Patricia Kelley's office?
Yes, Huntington Bank and a Huntington Bank ATM (Drive-Up) are located nearby for clients' banking needs.
Which timezone does Patricia Kelley's office operate in?
The office operates in the America/New_York timezone.