Mark Shepherd - UBS Financial Services Inc. - Fresno, California
Address: Fig Garden Financial Center, 5200 N Palm Ave # 101, Fresno, CA 93704.
Phone: 92484015.
Website: advisors.ubs.com.
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
Location of Mark Shepherd - UBS Financial Services Inc.
Mark Shepherd is a financial consultant and planner associated with UBS Financial Services Inc., located at Fig Garden Financial Center, 5200 N Palm Ave # 101, Fresno, CA 93704. The firm's phone number is 92484015. Their website is advisors.ubs.com.
Some of the key features of Mark Shepherd's financial services include wheelchair accessible entrance, parking lot, and restroom, making it convenient for people with mobility challenges. Additionally, the firm recommends appointments for clients seeking financial consultation and planning services.
As a financial consultant and planner, Mark Shepherd offers a range of services that cater to the unique financial needs of his clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With his expertise and guidance, clients can make informed financial decisions and achieve their financial goals.
One of the benefits of working with Mark Shepherd is his personalized approach to financial planning. He takes the time to understand each client's financial goals, risk tolerance, and investment horizon, and develops a customized plan that aligns with their needs. He also provides ongoing support and advice, helping clients stay on track and make adjustments as needed.
Another advantage of working with Mark Shepherd is his experience and knowledge of the financial industry. He has been in the industry for many years and has a deep understanding of the financial markets, investment strategies, and regulatory requirements. This expertise enables him to provide informed and reliable financial advice to his clients.
Mark Shepherd's firm has received zero reviews on Google My Business, and the average opinion is 0/5. However, it's important to note that the number of reviews and ratings may not accurately reflect the quality of the firm's services. Therefore, potential clients are encouraged to schedule an appointment and experience the firm's services firsthand.