Larry N.
11/6/2007
I have had many financial advisors before, but this is the first firm that I feel great about having on my side. Chris Parker, the rep I deal with is outstanding. I have had everything explained...
UBS Financial Services
Open
(5)
64 Willow Pl Ste 200
Menlo Park, CA 94025
Visit our office today located in Menlo Park, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
Also at this address
Reviews
3.05 reviewsMaggie R.
7/23/2024
These people are terrible. I am the trustee of my cousin's trust. I have been trying to dissolve her trust, which requires their assistance, for a year and a half! When I finally get in touch...
Mike M.
10/23/2023
Poorest customer service I've ever seen. You cannot do business with them over the phone as they will not verify you!!! They ask you questions like do you remember phone numbers from 20 years...
Arisara S.
7/10/2007
The people here are very polite though I wasn't quite expecting a younger guy to be handling my account (fresh college grad?). Very thorough and explained all the options available to me and made...
Ches W.
8/20/2009
Chris Parker over there has been a rock star for me (I should plug Lisa Ball as well, who works behind the scenes). Super attentive, responsive, patient, totally on the ball. He proactively...
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