Business Details
About
Financial ConsultantFinancial Planner
Location
Legacy Wealth Management - UBS Financial Services Inc.
7250 Dallas Parkway, Plano, TX
75024, United States
Frequently Asked Questions About Legacy Wealth Management - UBS Financial Services Inc.
What services does Legacy Wealth Management - UBS Financial Services Inc. offer?
They provide financial consulting and planning services as part of UBS Financial Services Inc.
Where is Legacy Wealth Management - UBS Financial Services Inc. located?
They are located at 7250 Dallas Parkway, Suite 1200, Plano, TX 75024, USA.
How can I contact Legacy Wealth Management for an appointment?
You can contact them by phone at +1 469-440-0618 or book an appointment online via their reservation page.
What is the website for Legacy Wealth Management - UBS Financial Services Inc.?
Their website is https://advisors.ubs.com/lwealth/?utm_source=Yext&utm_medium=EN&utm_campaign=166836
What is the timezone of Legacy Wealth Management's office?
Their office is in the America/Chicago timezone.
Can you share the contact emails for advisors at Legacy Wealth Management?
Yes, you can contact Brandon Wilk, Michael Rhodes, David M. Watts, or Dario Aguilar via their respective emails at ubs.com.
Are there other UBS Financial Services offices near Legacy Wealth Management?
Yes, the Plano, TX Branch Office - UBS Financial Services Inc. and Shailesh Narottam Negandhi - UBS Financial Services are nearby.
What nearby dining options are there around Legacy Wealth Management?
Fleming’s Prime Steakhouse & Wine Bar is a nearby restaurant where customers might enjoy a meal before or after their visit.
What nearby professional services are available close to Legacy Wealth Management?
Nearby professional services include Law Firm Growth Experts for business advertising and Innovative Management Solutions for marketing services, which clients might find useful.
How might a customer use nearby amenities to enhance their visit to Legacy Wealth Management?
Customers can visit nearby places like Legacy Tower for event planning or Paramount Tax & Bookkeeping for financial services to complement their financial planning experience.