TruPoint Wealth Management - UBS Financial Services Inc.
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 503-603-1253
- Address:
- 5300 Meadows Rd Ste 300 Lake Oswego, OR 97035
- Email:
- Other Emails:
- Links:
- Categories
- Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Securities, Investments, Stock & Bond Brokers
- Location
- Kruse Oaks
General Info
UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in Portland, Ore.