299 Park Avenue Branch Office - UBS Financial Services Inc.
Manhattan Market
Based in New York, NY, 299 Park Avenue Branch Office - UBS Financial Services Inc. provides comprehensive accounting services to residential and commercial clients throughout the region. Led by Entertainers Business, click to learn more about the book The New Rules of Investing Explore more Click to learn more about the book Close the menu Our solutions Our solutions Visit overview Planning Planning Visit overview Education planning Estate planning Retirement planning Wealth Planning Insurance planning Investing Investing Visit overview Alternative investments Inclusive investing Institutional consulting Portfolio management Structured solutions Sustainable investing Banking and Cash Management Banking and Cash Management Visit overview Cash management Commercial financing Credit cards Deposits Mortgage planning Savings Securities-backed lending Giving Giving Visit overview Donor-advised funds UBS Philanthropy UBS Optimus Foundation Private wealth management Private wealth management Visit overview Advanced planning UBS Family Advisory and Philanthropy Services Family Office Solutions Workplace Solutions Workplace Solutions Visit overview Corporate retirement plan services Employee financial wellne Their motto: "Manhattan Market" Professional credentials include CFP. Located at 299 Park Avenue, 8th, 9th and 11th Floors. Reach them at 8004581764. Visit their website for more details on services and portfolio.
Directory information score for 299 Park Avenue Branch Office - UBS Financial Services Inc.
Fixed points summarize recorded information, not service quality. Missing data adds no points and may explain a lower score. Listed credentials and press mentions are not independently verified by this score.
- Public rating
- N/A/5 → 0 / 35 points
- Review Volume
- 0 reviews → 0 / 20 points
- Listed credentials
- CFP → 2.5 / 5 points
- Listed press mentions
- 0 mentions → 0 / 3 points
- Web Presence
- 20 / 20 points
- Recorded history
- N/A → 0 / 2 points
- Profile information
- 14 / 15 points
Key facts
- Managing Partner
- Entertainers Business
- Team size
- 1
- Based in
- New York, NY
- Address
- 299 Park Avenue, 8th, 9th and 11th Floors
- Website
- https://local.ubs.com/nyc-299-park-xl/?utm_source=Yext&utm_medium=Bing&utm_campaign=164265&y_source=1_MjYwOTM0MTktNDgzLWxvY2F0aW9uLndlYnNpdGU%3D
- Phone
- 8004581764
- kellie.brady@ubs.com
- Certifications
- CFP
Frequently asked questions
- What services does 299 Park Avenue Branch Office - UBS Financial Services Inc. offer?
- 299 Park Avenue Branch Office - UBS Financial Services Inc.'s specific services are not yet catalogued in our directory. Review the firm's website at https://local.ubs.com/nyc-299-park-xl/?utm_source=Yext&utm_medium=Bing&utm_campaign=164265&y_source=1_MjYwOTM0MTktNDgzLWxvY2F0aW9uLndlYnNpdGU%3D or contact the firm directly for their current service offerings.
- What credentials does 299 Park Avenue Branch Office - UBS Financial Services Inc. hold?
- 299 Park Avenue Branch Office - UBS Financial Services Inc. holds the following credentials: CFP. These are recorded profile claims. Confirm current standing with the relevant professional registry.
- Where is 299 Park Avenue Branch Office - UBS Financial Services Inc. located and what areas do they serve?
- 299 Park Avenue Branch Office - UBS Financial Services Inc. is based in New York, NY. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact 299 Park Avenue Branch Office - UBS Financial Services Inc.?
- To engage 299 Park Avenue Branch Office - UBS Financial Services Inc.: Visit https://local.ubs.com/nyc-299-park-xl/?utm_source=Yext&utm_medium=Bing&utm_campaign=164265&y_source=1_MjYwOTM0MTktNDgzLWxvY2F0aW9uLndlYnNpdGU%3D to review their services, or call 8004581764, or email kellie.brady@ubs.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.