UBS Financial Services Inc. 1000 Harbor Boulevard, Weehawken, NJ 07086
About the Business
UBS Financial Services Inc. is a finance institution located at 1000 Harbor Boulevard, Weehawken, New Jersey, United States. We believe in helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. Our commitment is to understand what wealth means to you personally, and we strive to turn your financial vision into a reality. Our expertise and attention to detail ensure that our financial advice is finely crafted for what matters most to you. Join our virtual event on April 4th to learn more about the implications of the 2024 election. We offer tailored advice to help you pursue your financial goals today, tomorrow, and for generations to come. Whether you are an individual, family, or company, we can help you create a wealth strategy that supports you at every stage of your life. Our team of experts can assist you in understanding the markets, economy, trends, and investor mindset to help you stay ahead of the curve. We offer a range of solutions to help executives excel and advance the family office industry. With UBS Wealth Way, we can assist you in exploring and pursuing your wealth management needs and goals over different timeframes. Our services include investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. It is important to understand the ways in which we conduct business, and we encourage you to carefully review the agreements and disclosures we provide. Please consult the sales restrictions relating to our services for further information. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer offering securities, trading, brokerage, and related products and services.
Photos
Hours open
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"TERRIBLE COMPANY I’ve been dealing with this company for my grandma’s estate and they are shady, rude, and all about their commissions. They are super unprofessional, don’t follow through with the information they provide, and don’t seem to ever know what’s going on. I spoke with Ryan through estate services and he said he would reach back out after speaking to the estate team and I never received a call. Myself, along with the rest of my family, are upset and unhappy with this company. They need to get theirselves together and get better employees or just give their services to another company."
"Jonathan (J.B.) Sandlund of UBS Financial Services Inc. is amazing at his job, he explained everything with clarity and efficiency and with great respect. I appreciate his time and help. The process was tough but with employees like J.B I was very satisfied with my service. Thank you, for all your help, Lori"
"Nice people working there but there systems are horrible. UBS is supposed to work for me, bot the other way around. When I first had the account (5 years ago) I was notified via mail that I had to make a withdrawal to avoid tax penalties. I did that but still continued to receive notices in the mail on a weekly basis for at least a month. They acknowledged a system issue and said it was fixed. Since then I never hear anything and I have to call them each year to see if Inhave to make a withdrawal. Even worse they have to manually calculate the amount and constantly ask me to provide info that should be in their files. Not ask me to verify, but ask because they don't have the answer. I am trying to liquidate some of my holdings and I'm getting conflicting info on that too.it's my money you don't have the right to block me from selling if I want to, your job is to ADVISE not hold my money hostage."
"I inherited an IRA from a friend in 2019. It took a year for Trenton to give out waiver to release funds. Talked to someone two weeks ago at ubs after they received waiver and they told me they would call me back and never did. Talked to someone today and said they would call me back today or tomorrow. Still haven't released restricted fund account. Im counting on the person I spoke to today to call back today or tomorrow. The problem is every time you call you will get a different advisor on the phone and you have to start from scratch . It seems every time you talk to an advisor they come up with a different answer as to what the inheritance rules apply. I'm really counting on this person I spoke to today to get back to me as they said they would."
"Excellent financial services! Had one of the best experiences as an intern here and would definitely recommend applying."
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