UBS Financial Services Inc

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775 Page Mill Rd
Palo Alto, CA 94304
+1 (650) 496-7400
http://www.ubs.com
Visit our office today located in Palo Alto, 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.

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Reviews

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2.58 reviews
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Nate S.
2/29/2012

Cant speak to the issue with above broker, but can definitely speak to integrity, insight and professionalism Jim Millette and Steven Harman operate with. I have had a portfolio with UBS for 10+...

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Carole K.
7/13/2023

I have been with Kate for a few years. She has been wonderful. I was given to Diana for my future appointments. Which is fine. It took her three weeks to get the paperwork I needed for a loan. I...

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Michael A.
4/1/2019

I wish I could rate them ZERO "0"... One of the worst Companies I ever dealt with. To list a few... Horrible Service, Managers with BIG attitudes, Lack Professionalism, Terrible Communications,...

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John S.
7/17/2014

Do not use this Brokerage! One of their VP's Steve Shin failed to make a 3000 share purchase for me after accepting the request. When I asked about why the order was not placed he just made up...

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Eyeland L.
6/28/2011

UBS financial service closed my account in 2007 without my knowledge or permission. Since then I have tried to get an explanation...Not one person has been able to explain why or how this...

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