Salazar Wealth Management - UBS Financial Services Inc. - Riverside, California

Salazar Wealth Management – UBS Financial Services Inc.: A Comprehensive Overview

For individuals and families seeking expert financial guidance and sophisticated wealth management solutions, Salazar Wealth Management – UBS Financial Services Inc. presents a compelling option. Located in Riverside, California, this firm offers a dedicated approach to helping clients achieve their long-term financial goals. Let’s delve into a detailed examination of their services, location, and key features, providing prospective clients with a clear understanding of what they can expect.

Firm Overview and Specialties

Salazar Wealth Management operates as a division of UBS Financial Services Inc., a globally recognized leader in wealth management. This affiliation provides access to extensive resources, research, and a broad range of investment products. The firm specializes in acting as a financial consultant and a financial planner, catering to a diverse clientele with varying needs and complexities. Their services encompass a wide spectrum, including:

• Investment Management: Creating and managing customized investment portfolios designed to align with individual risk tolerance, time horizon, and financial objectives.
• Retirement Planning: Developing comprehensive strategies for retirement savings, income generation, and estate planning to ensure a secure and comfortable retirement.
• Estate Planning: Assisting clients in structuring their assets and creating estate plans to minimize tax liabilities and ensure the efficient transfer of wealth to future generations.
• Financial Education: Providing clients with the knowledge and tools necessary to make informed financial decisions throughout their lives.
• Tax Planning: Collaborating with tax professionals to optimize tax strategies and minimize tax burdens.

The team at Salazar Wealth Management prides itself on building strong, long-term relationships with clients based on trust, transparency, and a deep understanding of their unique circumstances. They emphasize a holistic approach to wealth management, considering all aspects of a client’s financial life.

Location and Accessibility

Salazar Wealth Management’s primary office is situated at 3390 University Ave Suite 270, Riverside, CA 92501, United States. This location provides convenient access for clients in the Riverside area and surrounding communities. The firm is committed to providing a welcoming and accessible environment for all clients. Specifically, the office features:

• Wheelchair-Accessible Car Park: Ensuring ease of access for individuals using wheelchairs or mobility devices.
• Wheelchair-Accessible Entrance: Providing a barrier-free entry point to the office.
• Wheelchair-Accessible Toilet: Offering a fully accessible restroom facility.
• Toilet Facilities: Standard restroom facilities are available.

Appointments are highly recommended to ensure adequate time for personalized consultations and comprehensive financial planning. This allows the team to fully understand the client’s needs and develop tailored strategies.

Client Feedback and Reputation

Currently, Salazar Wealth Management – UBS Financial Services Inc. has 0 reviews on Google My Business. This indicates a limited publicly available feedback base at this time. The average opinion is 0/5, reflecting the lack of reviews. However, the firm's affiliation with UBS, a reputable and established financial institution, lends a degree of credibility and stability.

It’s important to note that a lack of online reviews does not necessarily reflect the quality of the services provided. Clients are encouraged to seek independent references and conduct thorough due diligence before engaging with any financial advisor. UBS generally has a strong reputation for regulatory compliance and client protection.

Website and Contact Information

Clients can access more detailed information about Salazar Wealth Management – UBS Financial Services Inc. through their official website: advisors.ubs.com. This website provides comprehensive information about the firm’s services, team members, and investment philosophy. For immediate inquiries or to schedule an appointment, you can contact them directly at 9093352105.

Recommendations for Prospective Clients

For individuals considering working with Salazar Wealth Management – UBS Financial Services Inc., we recommend the following:

• Schedule an initial consultation: This provides an opportunity to discuss your financial goals and assess whether the firm’s services align with your needs.
• Verify credentials and licenses: Confirm that the firm and its advisors are properly registered with the necessary regulatory authorities.
• Request references: Speak with existing clients to gain insights into the firm’s performance and client service.
• Understand the fee structure: Clarify how the firm is compensated and ensure that the fees are transparent and reasonable.

Ultimately, selecting a financial advisor is a significant decision. Thorough research and careful consideration are essential to finding a partner who can help you achieve your financial aspirations. Salazar Wealth Management – UBS Financial Services Inc. offers a solid foundation for those seeking professional wealth management guidance within a respected financial institution.

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