Frequently Asked Questions About Legacy Financial Partners - UBS Financial Services Inc.
What services does Legacy Financial Partners - UBS Financial Services Inc. offer?
Legacy Financial Partners provides financial consulting and planning services as part of UBS Financial Services Inc.
Where is Legacy Financial Partners located?
Legacy Financial Partners is located at 101 West Elm Street, Suite 200, Conshohocken, PA 19428, USA.
How can I contact Legacy Financial Partners by phone?
You can reach Legacy Financial Partners by calling +1 610-276-3162.
Does Legacy Financial Partners have an official website?
Yes, their official website is https://advisors.ubs.com/legacyfinancialpartners/
How can I schedule an appointment with Legacy Financial Partners?
Appointments can be scheduled online through the contact page at https://advisors.ubs.com/legacyfinancialpartners/contact.html
Can I email specific advisors at Legacy Financial Partners?
Yes, you can email advisors such as dirk.stribrny@ubs.com or k.mccoy@ubs.com for personalized assistance.
What nearby financial service firms are close to Legacy Financial Partners?
Nearby financial services include Ameriprise Financial Services offices like Christopher Chaves, Robert Gorman, Steven Krzywicki, and Beacon Bridge Wealth Partners - all within walking distance.
Are there convenient ATMs near Legacy Financial Partners?
Yes, the WSFS ATM is located nearby, providing easy access to business banking services.
What other services and amenities are located near Legacy Financial Partners?
Nearby amenities include medical services like Conshohocken Eye & Laser Center, the Conshohocken Farmers Market for fresh produce, and the Washington Fire Company No. 1 for community events.
What is the featured message of Legacy Financial Partners?
Legacy Financial Partners promotes embracing your financial future, emphasizing their commitment to guiding clients' financial goals.