Stifel Nicolaus & Company Inc

UBS Financial Services, with a strong presence in Irvine and Bakersfield, CA, is dedicated to building lasting relationships by deeply understanding clients' priorities and concerns. With over 160 years of experience, they offer best-in-class wealth management advice and solutions tailored to individual and family needs. The firm boasts a team of highly recognized financial advisors, including Executive Director Jaspreet Jesse Puri, who has over 15 years of experience in the industry. UBS is committed to providing customized strategies and quality client service to help clients confidently achieve their financial goals. Generated from the website

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.