James M. Lyon, CFA - UBS Financial Services Inc. - Westlake Village, California
Address: 3011 Townsgate Rd Suite 300, 3rd Floor, Westlake Village, CA 91361, United States.
Phone: 8053673630.
Website: advisors.ubs.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of James M. Lyon, CFA - UBS Financial Services Inc.
Okay, here’s a comprehensive overview of James M. Lyon, CFA – UBS Financial Services Inc., presented in a formal and approachable style, designed to be helpful to prospective clients:
James M. Lyon, CFA – UBS Financial Services Inc.: A Reliable Financial Advisor
For individuals and families seeking expert financial planning and personalized investment guidance, James M. Lyon, CFA, at UBS Financial Services Inc., represents a strong and established option. Mr. Lyon operates from a convenient location in Westlake Village, California, and offers a dedicated approach to managing financial well-being.
Location and Contact Information: Mr. Lyon’s office is situated at 3011 Townsgate Rd Suite 300, 3rd Floor, Westlake Village, CA 91361, United States. Potential clients can easily reach him by phone at 805-367-3630. His professional website, advisors.ubs.com, provides detailed information about his services and background.
Expertise and Specializations: James M. Lyon holds the Chartered Financial Analyst (CFA) designation, signifying a high level of knowledge and expertise in investment management. His primary areas of focus include serving as a financial consultant, assisting clients in developing comprehensive financial plans tailored to their specific goals, risk tolerance, and time horizons. He works with clients on a range of services, including retirement planning, investment management, estate planning considerations, and tax optimization.
Accessibility and Amenities: Recognizing the importance of accessibility, Mr. Lyon’s office is equipped to accommodate clients with mobility challenges. The facility features a wheelchair-accessible car park, an wheelchair-accessible entrance, and a wheelchair-accessible toilet. Additionally, clients are encouraged to schedule appointments in advance to ensure dedicated attention.
Current Client Feedback: Currently, James M. Lyon, CFA – UBS Financial Services Inc. has 0 reviews on Google My Business, indicating a relatively new establishment with a growing client base. The average opinion is 0/5, suggesting there is an opportunity for positive reviews to build a stronger reputation.
| Key Information | Details |
|---|---|
| Name: | James M. Lyon, CFA |
| Firm: | UBS Financial Services Inc. |
| Specialties: | Financial Consultant, Financial Planner |
| Location: | 3011 Townsgate Rd Suite 300, Westlake Village, CA 91361 |
| Phone: | 805-367-3630 |
| Website: |
Recommendation: James M. Lyon, CFA, at UBS Financial Services Inc., offers a combination of professional qualifications, a dedicated service approach, and accessibility features that make him a worthwhile consideration for individuals seeking sound financial advice. Given the lack of current reviews, we strongly encourage prospective clients to explore his website at advisors.ubs.com to learn more and, ultimately, to schedule a consultation to discuss your specific financial needs and goals. Contacting him directly is the best way to begin a productive and beneficial relationship.
Do you require any further information or refinements to this overview