Glen Ouchida - UBS Financial Services Inc. - Roseville, California

Introduction to Glen Ouchida – UBS Financial Services Inc.

For individuals and families seeking comprehensive financial planning and expert guidance, Glen Ouchida – UBS Financial Services Inc. presents a dependable and experienced resource. Located in Roseville, California, Mr. Ouchida specializes in providing tailored financial consulting services designed to meet diverse client needs. This detailed overview will explore his credentials, services, location, and other pertinent information to assist prospective clients in making informed decisions.

About Glen Ouchida

Glen Ouchida is a seasoned professional within UBS Financial Services Inc., boasting a significant background in the financial services industry. He operates as a dedicated financial consultant and financial planner, focusing on building long-term relationships with his clients. Mr. Ouchida’s expertise encompasses a wide array of financial areas, including retirement planning, investment management, estate planning, and tax optimization. He is committed to delivering personalized strategies aligned with each client’s unique goals and risk tolerance. His dedication to client success is a cornerstone of his professional philosophy.

Location and Contact Information

The office of Glen Ouchida – UBS Financial Services Inc. is situated at 3001 Douglas Blvd #160, Roseville, CA 95661, United States. Clients can easily reach him by phone at 9167747408. His website, accessible at advisors.ubs.com, provides further details about his services and approach.

Services Offered

Mr. Ouchida’s service offerings are designed to address a comprehensive range of financial needs. Key services include:

• Investment Management: Developing and implementing investment strategies based on individual risk profiles and financial objectives.
• Retirement Planning: Creating detailed retirement plans to ensure a comfortable and secure future.
• Financial Planning: Providing holistic financial planning encompassing budgeting, cash flow management, and goal setting.
• Estate Planning: Assisting clients in planning for the transfer of assets and ensuring their wishes are carried out.
• Tax Planning: Strategies to minimize tax liabilities and maximize after-tax returns.

Accessibility and Amenities

Glen Ouchida – UBS Financial Services Inc. prioritizes client accessibility. The office is equipped with the following features:

• Wheelchair-Accessible Car Park: Convenient parking for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: Ensuring easy access to the facility.
• Wheelchair-Accessible Toilet: Providing facilities for individuals with mobility limitations.
• Toilet Facilities: Standard restroom facilities are readily available.

Client Feedback & Reputation

Currently, Glen Ouchida – UBS Financial Services Inc. has 0 reviews on Google My Business, indicating a nascent online presence. The average opinion is 0/5. While this suggests a limited number of publicly available reviews at this time, it doesn’t necessarily reflect the quality of service provided. UBS’s reputation and Mr. Ouchida’s individual performance are key indicators of the firm's capability.

Recommendations and Scheduling

Appointments are recommended to ensure dedicated time for personalized consultations. Clients are encouraged to schedule their meetings in advance to facilitate a seamless experience. The team understands the importance of prioritizing client needs and providing focused attention.

Further Information

The UBS Advisors website (advisors.ubs.com) offers additional resources, including detailed information about Glen Ouchida’s background, qualifications, and investment philosophy. Clients are encouraged to explore this resource to gain a deeper understanding of his expertise. It’s also advisable to contact the office directly to discuss specific financial goals and requirements. A proactive approach to planning ensures the best possible outcomes. Mr. Ouchida’s commitment to client success is evidenced by his dedication to creating individualized strategies.

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"summary": "Glen Ouchida – UBS Financial Services Inc. provides personalized financial consulting and planning services in Roseville, California, offering expertise in investment management, retirement planning, and estate strategies, with accessibility features designed for convenient client experiences.",
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