Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc. - Beverly Hills, California

Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc.

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For individuals and families seeking comprehensive financial planning and investment management services, Jason J. Wolsefer, CFP, CRPS at UBS Financial Services Inc. presents a dedicated resource. Located in the prestigious Beverly Hills area of California, Mr. Wolsefer offers personalized guidance to help clients achieve their long-term financial goals. His firm, UBS Financial Services Inc., provides a robust platform backed by extensive research and resources, allowing him to tailor solutions to a diverse range of client needs.

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About Jason J. Wolsefer

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Jason J. Wolsefer holds the Certified Financial Planner (CFP) and Chartered Retirement Planning Specialist (CRPS) designations, reflecting his commitment to professional standards and expertise. These credentials demonstrate a deep understanding of investment strategies, retirement planning, estate planning, and risk management. He is dedicated to providing unbiased advice and acting in the best interests of his clients. Mr. Wolsefer’s approach emphasizes building strong, long-term relationships based on trust and transparency.

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Location and Contact Information

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The office of Jason J. Wolsefer is situated at 131 S Rodeo Dr #300, Beverly Hills, CA 90212, United States. Clients can easily reach him by phone at 3102813860. His website, advisors.ubs.com, provides detailed information about his services, investment philosophy, and team.

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Specialties and Services

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• Financial Consulting: Mr. Wolsefer specializes in providing expert advice on a wide range of financial matters.

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• Financial Planning: He develops customized financial plans encompassing retirement planning, investment strategies, education funding, and estate planning.

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• Investment Management: Clients benefit from access to a broad range of investment products and strategies through UBS.

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• Retirement Planning: A key focus is helping clients plan for a secure and comfortable retirement.

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• Estate Planning: He assists with strategies to ensure assets are transferred efficiently and in accordance with clients' wishes.

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Accessibility and Amenities

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Recognizing the importance of accessibility, Mr. Wolsefer’s office is designed to accommodate clients with disabilities. Key accessibility features include:

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• Wheelchair-Accessible Car Park: Convenient parking is available for individuals using wheelchairs.

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• Wheelchair-Accessible Entrance: The building entrance is fully accessible.

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• Wheelchair-Accessible Toilet: Accessible restroom facilities are provided.

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• Toilet: Standard restroom facilities are also available.

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• Appointments Recommended: To ensure clients receive focused attention and personalized service, appointments are strongly recommended.

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Client Feedback and Reputation

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Currently, the company maintains 0 reviews on Google My Business. This reflects a recent establishment of their online presence and an opportunity for clients to share their experiences. While the average opinion is 0/5, this does not represent a reflection of the service provided, but rather a nascent stage of public feedback. We encourage clients to share their experiences to contribute to a more comprehensive understanding of Mr. Wolsefer’s services.

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Key Takeaways

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Jason J. Wolsefer, CFP, CRPS at UBS Financial Services Inc., offers a combination of experienced financial expertise, a commitment to client service, and a focus on accessibility. His services cater to a broad range of financial needs, from initial consultations to comprehensive financial planning and ongoing investment management. Located in the heart of Beverly Hills, his office provides a convenient and welcoming environment for clients. Despite a limited number of current reviews, the firm is dedicated to building strong client relationships and delivering exceptional financial guidance. Potential clients are encouraged to contact him directly to schedule an appointment and discuss their individual financial goals.

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Contacting Jason J. Wolsefer is simple – utilize the provided phone number or visit his website for more information. His specialization in financial planning and investment management, coupled with his accessibility features, makes him a valuable resource for those seeking professional financial assistance. His credentials and experience, as evidenced by his CFP and CRPS designations, further solidify his commitment to providing high-quality service. Ultimately, Mr. Wolsefer strives to empower clients with the knowledge and tools necessary to achieve their financial aspirations.

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UBS Financial Services Inc. provides the infrastructure and resources to support Mr. Wolsefer's efforts, ensuring clients benefit from a robust and reliable platform. The firm’s dedication to compliance and ethical practices further enhances the trust and confidence clients place in Mr. Wolsefer’s guidance. He actively seeks to understand each client’s unique circumstances and tailor his recommendations accordingly. Whether it’s planning for retirement, managing investments, or navigating estate planning complexities, Mr. Wolsefer is dedicated to providing personalized solutions.

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"summary": "Jason J. Wolsefer, CFP, CRPS at UBS Financial Services Inc., provides personalized financial consulting and planning services from Beverly Hills, California, focusing on investment management and retirement planning, with an emphasis on client accessibility.",
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