Michael C.
10/24/2023
I am completely frustrated with UBS. I am consistently unable to get them to accurately update my information. Every time I call, the system will not recognize my Seattle Zip code. I am forced...
UBS Financial Services
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925 4th Ave
Seattle, WA 98104
The Nelson Group is a team of experienced financial professionals at UBS Financial Services in Seattle, WA, specializing in retirement planning. With over 20 years of industry expertise, Richard Nelson, Senior Vice President Wealth Management, and Carolyn Nelson, Senior Wealth Strategy Associate, offer personalized financial advice and customized strategies to help clients confidently plan for their future.
Richard and Carolyn, both Chartered Retirement Planning Counselors, prioritize building long-term relationships with their clients, taking the time to understand their unique priorities and goals. The team's commitment to quality client service and expertise in navigating market fluctuations and economic recessions make them a trusted source of financial guidance in the Seattle area.
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