John Lucas - UBS Financial Services Inc. - Mill Valley, California
Address: 2 Belvedere Pl Suite 220, Mill Valley, CA 94941, United States.
Phone: 4153609462.
Website: advisors.ubs.com
Specialties: Financial Advisor, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of John Lucas - UBS Financial Services Inc.
Profile of John Lucas - UBS Financial Services Inc.
John Lucas operates as a Financial Advisor and Financial Planner at UBS Financial Services Inc., a renowned financial institution with a global presence. His office is located at
Address: 2 Belvedere Pl Suite 220, Mill Valley, CA 94941, United States. For those needing to reach him directly, the Phone: number is 415-360-9462. To learn more about his services or to schedule an appointment, visit his professional website at advisors.ubs.com.
Key Features:
- John specializes in providing comprehensive Financial Planning and advisory services.
- The office at UBS is known for its wheelchair-accessible features including a car park, entrance, and toilets, ensuring accessibility for all clients.
- Appointments are recommended to ensure personalized attention, reflecting his commitment to client service.
Current Standing and Feedback:
As of the latest data, John Lucas's company, UBS Financial Services Inc., holds a 0/5 average opinion on Google My Business, with no reviews available. This lack of feedback suggests that while John and his team may be highly skilled in their field, there might be room for improvement in customer satisfaction or communication.
| Features | Details |
|---|---|
| Location | 2 Belvedere Pl Suite 220, Mill Valley, CA 94941, USA |
| Contact Information | Phone: 415-360-9462 |
| Website | advisors.ubs.com |
| Accessibility | Wheelchair-accessible parking, entrance, and toilet |
| Appointment Policy | Appointments recommended |
For potential clients, it's crucial to note that while John Lucas is a highly experienced professional in the financial planning field, the absence of reviews might warrant additional due diligence. Prospective clients are advised to consider reaching out to him either through his website or by phone to discuss their financial goals and expectations directly.
Recommendation:
Despite the current low average rating, John Lucas and UBS Financial Services Inc. offer a wealth of expertise in financial planning and advisory services. If you're looking for personalized financial advice or planning, it's highly recommended to contact him directly through his website or phone number. This personal touch could be invaluable in crafting a financial strategy tailored to your specific needs. Remember, a session with John could provide clarity and direction for your financial future.