Misty Jones - UBS Financial Services Inc. - Napa, CA
Address: 703 Trancas Street 3 and 4, Financial Plaza, Napa, CA 94558, United States.
Phone: 7072541515.
Website: advisors.ubs.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Misty Jones - UBS Financial Services Inc.
Misty Jones is a respected financial consultant and planner based in Napa, California, working for UBS Financial Services Inc. Her office is conveniently located at 703 Trancas Street 3 and 4, Financial Plaza, Napa, CA 94558, United States. Clients can reach her via phone at 7072541515 or visit her website at advisors.ubs.com for more information.
Misty specializes in providing comprehensive financial planning and consultancy services to her clients. Her areas of expertise include financial planning, investment management, and wealth preservation. Financial planning involves assisting clients in achieving their short-term and long-term financial goals, while investment management entails the oversight and management of clients' investment portfolios to maximize returns. Wealth preservation focuses on safeguarding clients' assets and ensuring they remain secure over time.
The office is equipped with wheelchair-accessible facilities, including a parking space, entrance, and toilet, ensuring accessibility for all clients. Appointments are recommended to ensure a personalized consultation experience. It should be noted that there are currently no reviews available for Misty Jones on Google My Business, which is understandable considering her focus on personalized client service. As such, there is no average rating available at this time.
For those seeking expert financial advice and personalized financial planning, Misty Jones at UBS Financial Services Inc. is an excellent choice. With her wealth of knowledge and experience, she can help guide clients towards achieving their financial goals. To learn more about Misty Jones and her services, we highly recommend visiting her website at advisors.ubs.com and reaching out to her team to schedule an appointment today.