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

Introduction

Jameson Viljaste, a distinguished financial professional, is associated with UBS Financial Services Inc., a renowned global financial services firm. Viljaste's practice is situated at 2200 Georgetowne Dr, Suite 600, Sewickley, PA 15143, United States, offering a comprehensive range of financial services tailored to meet the unique needs of his clients.

Main Services

Viljaste's services are designed to provide personalized, comprehensive financial planning and consulting. His primary areas of focus include:

• Financial Consulting: Viljaste works closely with clients to understand their financial goals and provides tailored advice to help them achieve those objectives. This includes strategies for wealth accumulation, preservation, and transfer.
• Financial Planning: He offers holistic financial planning services that encompass investment strategies, retirement planning, estate planning, and tax planning, among others. His approach is to create a cohesive financial plan that aligns with each client's unique circumstances and aspirations.
• Donor-Advised Funds (DAF): Viljaste helps clients establish and manage DAFs, which allow them to make charitable contributions while receiving immediate tax benefits. This strategy provides a flexible, tax-efficient, and cost-effective way to support favorite charities.

Location and Access

Viljaste's office is conveniently located in the heart of Sewickley, a quaint, upscale borough in Allegheny County, Pennsylvania. The area is known for its tree-lined streets, historic architecture, and a mix of independent boutiques and restaurants. The office is easily accessible, with several transportation options available:

• Car: The office is situated off Interstate 79, with plenty of on-site parking available.
• Public Transportation: The Sewickley Valley Transit Authority provides bus services to and from the area. The nearest stop is 'Sewickley Station' just a short walk from the office.

Featured Characteristics

Viljaste's practice stands out for several unique features that enhance the client experience:

• Wheelchair Accessibility: The office is fully wheelchair-accessible, with a designated car park, entrance, and toilet facilities to ensure comfortable access for all clients.
• Appointments Recommended: Viljaste's practice operates by appointment only, allowing him to dedicate undivided attention to each client during their scheduled time.
• Personalized Service: Viljaste takes a holistic approach to financial planning, taking the time to understand each client's unique situation and goals before providing tailored advice and strategies.

Practical Information

Here's a summary of practical information for contacting or visiting Viljaste's practice:

• Address: 2200 Georgetowne Dr #600, Sewickley, PA 15143, United States
• Phone: 724-799-2574
• Website: advisors.ubs.com
• Business Hours: Monday to Friday, 9:00 AM - 5:00 PM (EST). Appointments are recommended.

Mention Positive Aspects from Reviews

As of now, Jameson Viljaste does not have any reviews on Google My Business. However, given the industry's nature and the professional's commitment to personalized service, it is reasonable to expect that clients would have positive experiences working with him. Some potential positive aspects could include:

• Thorough understanding of each client's unique financial situation and goals.
• Clear, concise, and actionable financial advice and strategies.
• Proactive communication and regular check-ins to ensure clients stay on track to meet their financial objectives.
• Access to UBS's extensive global resources and expertise.