Scott Root, CIMA - UBS Financial Services Inc. - San Mateo, California

Scott Root, CIMA - UBS Financial Services Inc.

Scott Root, CIMA is a distinguished financial consultant and planner based in San Mateo, California. He is associated with UBS Financial Services Inc., a prominent global financial services company. His office is conveniently located at 400 S El Camino Real #900, offering easy access for clients. You can reach Scott directly by phone at 6506961303 or via his website advisors.ubs.com.

Specializing in financial consultancy and planning, Scott Root, CIMA offers a comprehensive range of services to help clients achieve their financial goals. His areas of expertise include wealth management, investment strategies, and retirement planning. Other notable features of his office include wheelchair accessibility, ensuring that all clients can access his services comfortably.

In addition to his professional qualifications, Scott Root, CIMA is committed to providing exceptional client service. His approach is tailored to each client's unique needs, ensuring that they receive personalized attention and guidance. To schedule an appointment, it is recommended to contact his office in advance.

Specialties:

• Financial consultant
• Financial planner

Other points of interest:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

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