Business Details
About
Financial ConsultantFinancial Planner
Location
Legacy Wealth Consulting Group - UBS Financial Services Inc.
225 108th Avenue NE, Bellevue, WA
98004, United States
Frequently Asked Questions About Legacy Wealth Consulting Group - UBS Financial Services Inc.
What is the address of Legacy Wealth Consulting Group - UBS Financial Services Inc.?
Legacy Wealth Consulting Group is located at 225 108th Avenue NE, Suite 800, Bellevue, WA 98004, USA.
How can I contact Legacy Wealth Consulting Group - UBS Financial Services Inc.?
You can reach them by phone at +1 425-990-2745 or email one of their advisors such as tyler.neal@ubs.com or forrest.fielder@ubs.com.
What types of financial services does Legacy Wealth Consulting Group offer?
They provide financial consulting, planning, and wealth management services as part of UBS Financial Services Inc.
Is it possible to schedule an appointment online with Legacy Wealth Consulting Group?
Yes, appointments can be scheduled online via their contact page at https://advisors.ubs.com/lwcg/contact.html.
What is the website for Legacy Wealth Consulting Group - UBS Financial Services Inc.?
Their official website can be found at https://advisors.ubs.com/lwcg/.
What is the main message or mission of Legacy Wealth Consulting Group?
Their mission is to help clients embrace their financial future.
Are there any notable banks near Legacy Wealth Consulting Group?
Yes, nearby banks include Laureli Davis NMLSR ID 845750 - Wells Fargo, Wells Fargo - Civica, WELLS FARGO BANK, and Duane Yates mortgage broker and bank credit union.
What other financial services are located near Legacy Wealth Consulting Group?
Nearby financial service providers include The Matthews Group - UBS Financial Services Inc., Morgan Stanley, Capstone Advisors, and Bellevue, WA Branch Office - UBS Financial Services Inc.
Are there nearby mortgage brokers or lenders I should know about?
Yes, there are multiple mortgage brokers and lenders nearby such as Kenneth Pearson - Movement Mortgage, Michèle Catoire Highlands Residential Mortgage, Garrett Frol - NMLS #190157, Angel Whitney, Movement Mortgage - Brad Carson, and Evergreen Home Loans Bellevue.
What amenities or places can clients visit nearby after their financial consultation?
Clients might enjoy visiting nearby spots like Fonté Coffee Roaster for a drink, Seastar Restaurant & Raw Bar for seafood, or Capelli’s Gentlemen’s Barbershop for grooming services.