Jameson Viljaste - UBS Financial Services Inc. - Sewickley, Pennsylvania

Introduction

Jameson Viljaste, operating under UBS Financial Services Inc., is a prominent financial services professional based in the heart of Sewickley, Pennsylvania. With a commitment to personalized service and a client-centric approach, Viljaste offers a comprehensive range of financial planning and consulting services, tailored to meet the unique needs and goals of each individual client. This in-depth article explores the main services, location, featured characteristics, practical information, and more about Viljaste's practice at 2200 Georgetowne Dr #600, Sewickley, PA 15143.

Main Services

• Financial Consulting: Viljaste provides expert guidance on investment strategies, retirement planning, and wealth preservation. They help clients navigate complex financial landscapes and make informed decisions.
• Financial Planning: Their financial planning services encompass a broad range of areas, including budgeting, saving, investing, insurance, tax planning, and estate planning. Viljaste works closely with clients to develop comprehensive financial plans that align with their personal and financial goals.
• Donor-Advised Funds (DAF): As a part of their service, Viljaste educates clients on the benefits of donor-advised funds. A DAF is a flexible, tax-efficient, and cost-effective way to support charitable causes. It allows donors to make a charitable contribution, receive an immediate tax benefit, and then recommend grants to nonprofits over time.

Location and Access

Viljaste's office is conveniently situated at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. The building is easily accessible from major roads, with ample parking available on-site. The premises are wheelchair-accessible, with dedicated parking, an accessible entrance, and a wheelchair-accessible toilet.

Public transportation is also an option, with the Sewickley Station on the Port Authority of Allegheny County's 15D route located just a short walk away. For those traveling by bike, there are bike racks located outside the building.

Featured Characteristics

• UBS Financial Services Inc.: Viljaste is affiliated with UBS, a global financial services firm with a strong reputation for excellence. This association offers clients access to UBS's extensive resources and expertise.
• Personalized Service: Viljaste is committed to providing personalized, one-on-one service. They take the time to understand each client's unique situation and tailor their services accordingly.
• Community Involvement: As a member of the Sewickley community, Viljaste is actively involved in local initiatives. They use their expertise to support local charities and organizations, reflecting their commitment to giving back.

Practical Information

• Contact Details: You can reach Jameson Viljaste at 724-799-2574 or via email through their UBS profile (advisors.ubs.com).
• Operating Hours: The office is typically open from 9:00 AM to 5:00 PM, Monday through Friday. However, Viljaste is flexible and can arrange appointments outside of these hours upon request.
• Appointments: Appointments are recommended, and can be scheduled by calling the office or using the online scheduling tool on the UBS website.

Opinions and Feedback

As of now, Jameson Viljaste's UBS Financial Services Inc. office does not have any reviews on Google My Business. However, this lack of reviews does not necessarily reflect the quality of service provided. Given Viljaste's commitment to personalized service and community involvement, it is reasonable to expect that clients who have worked with them would have positive things to say about their experiences.

It is always a good idea to ask for references or testimonials when considering a financial services professional. Viljaste would likely be happy to provide these upon request, offering potential clients a better understanding of what it's like to work with them.

Conclusion

Jameson Viljaste, operating under UBS Financial Services Inc. at 2200 Georgetowne Dr #600, Sewickley, PA 15143, offers a comprehensive range of financial services tailored to meet the unique needs of each client. With a commitment to personalized service, community involvement, and a convenient, accessible location, Viljaste is an excellent choice for those seeking professional financial guidance in the Sewickley area.