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

Introduction

Jameson Viljaste, a distinguished financial professional, serves clients through UBS Financial Services Inc., located at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States. With a commitment to providing personalized and comprehensive financial planning, Viljaste helps clients navigate the complexities of wealth management, retirement planning, and charitable giving. This article provides an in-depth look at Jameson Viljaste's services, location, features, practical information, and client reviews.

Main Services

• Financial Consultation: Jameson Viljaste offers expert financial advice tailored to each client's unique situation. This includes assessing clients' financial goals, risk tolerance, and time horizon to create customized investment strategies.
• Financial Planning: Viljaste provides comprehensive financial planning services, covering areas such as retirement planning, estate planning, and tax planning. He helps clients develop integrated financial plans that address their short-term and long-term objectives.
• Charitable Giving Strategies: As highlighted on the UBS website, Viljaste specializes in helping clients make tax-efficient charitable contributions using donor-advised funds. He guides clients through the process of setting up and managing these funds to support their favorite charities.
• Wealth Management: Viljaste works with clients to preserve and grow their wealth over time. His wealth management services include investment management, asset allocation, and portfolio rebalancing.

Location and Access

Jameson Viljaste's office is situated at 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States, in the heart of the Sewickley neighborhood. The office is easily accessible by car, with ample parking available on-site. The building is equipped with a wheelchair-accessible entrance and restrooms, ensuring accessibility for all clients.

Public transportation is available nearby, with the Sewickley Heights Station on the Port Authority of Allegheny County's 54B route located less than a mile away. For clients traveling by air, Pittsburgh International Airport is approximately 20 miles from the office.

Featured Characteristics

• Wheelchair Accessibility: As mentioned earlier, the office is wheelchair-accessible, with a dedicated entrance and restroom facilities for clients with mobility impairments.
• Appointments Recommended: To ensure clients receive undivided attention and personalized service, Viljaste's office requires appointments for consultations. This allows him to dedicate sufficient time to each client's financial needs.
• Professional Setting: The office provides a comfortable and professional environment conducive to open and honest discussions about clients' financial situations and goals.

Practical Information

• Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States
• Phone: 724-799-2574
• Website: advisors.ubs.com
• Business Hours: Monday - Friday: 8:30 AM - 5:00 PM (EST)
• Services: Financial consultation, financial planning, wealth management, and charitable giving strategies

Client Reviews and Feedback

As of the time of this writing, Jameson Viljaste has no reviews on Google My Business. However, this lack of reviews does not necessarily indicate poor service, as new or less-established businesses may take time to accumulate feedback. Additionally, many clients may prefer to maintain their privacy and not leave public reviews. To provide an accurate representation of Viljaste's services, it is essential to consider other aspects, such as:

• Professional Background: Jameson Viljaste is a seasoned financial professional with extensive experience in the industry. His expertise and commitment to client service are reflected in his employment at UBS, a renowned global financial services firm.
• Specialized Services: Viljaste's focus on donor-advised funds and charitable giving strategies demonstrates his dedication to helping clients achieve their philanthropic goals in a tax-efficient manner.
• Accessibility and Accommodation: The wheelchair-accessible office and flexible appointment scheduling indicate Viljaste's commitment to accommodating clients with diverse needs.

While client reviews are an essential aspect of evaluating a business, they should be considered alongside other factors, such as professional credentials, specialized services, and client-focused policies. In the case of Jameson Viljaste at UBS Financial Services Inc., the lack of reviews should not deter potential clients from exploring the personalized and comprehensive financial services he offers.