The Legacy Group - UBS Financial Services Inc. - Franklin, Tennessee
Address: 6100 Tower Cir Suite 100, Franklin, TN 37067, United States.
Phone: 6157214942.
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 The Legacy Group - UBS Financial Services Inc.
The Legacy Group â UBS Financial Services Inc.: A Comprehensive Overview
The Legacy Group â UBS Financial Services Inc. is a distinguished financial consultancy and financial planning firm dedicated to providing tailored wealth management solutions. Located in Franklin, Tennessee, at 6100 Tower Cir Suite 100, the firm operates under the umbrella of UBS, a globally recognized leader in the financial services industry. Individuals seeking comprehensive financial guidance and strategic portfolio management can find valuable services within their offerings.
Location and Contact Information: The firmâs physical address is 6100 Tower Cir Suite 100, Franklin, TN 37067, United States. Prospective clients can easily connect with The Legacy Group through their dedicated phone line: 6157214942. For detailed information and access to resources, visitors can explore their official website at advisors.ubs.com. This website serves as a central hub for accessing account information, market insights, and educational materials.
Specializations and Services: The Legacy Group specializes in a broad range of financial consulting and financial planning services, catering to a diverse clientele with varying financial goals. These services typically encompass:
- Investment Management: Crafting and implementing investment strategies aligned with individual risk tolerance, time horizon, and financial objectives.
- Retirement Planning: Developing comprehensive retirement plans to ensure financial security in the post-career years.
- Estate Planning: Assisting clients in structuring their estates to minimize tax liabilities and ensure the efficient transfer of assets to future generations.
- Tax Planning: Providing strategies to optimize tax efficiency and minimize tax burdens.
- Risk Management: Identifying and mitigating potential financial risks.
- Wealth Preservation: Implementing strategies to protect and grow wealth over time.
Accessibility and Amenities: The Legacy Group demonstrates a commitment to client convenience by offering several accessibility features at their Franklin location. These include a wheelchair-accessible car park, a wheelchair-accessible entrance, and a dedicated wheelchair-accessible toilet. Appointments are strongly recommended to ensure adequate time for personalized consultations. The firm also provides standard toilet facilities for client comfort.
Client Feedback and Reputation: Currently, The Legacy Group â UBS Financial Services Inc. has 0 reviews on Google My Business, resulting in an average opinion of 0/5. This suggests an opportunity for the firm to actively solicit and respond to client feedback to enhance its reputation and demonstrate its commitment to client satisfaction. Building a strong online presence through positive testimonials and reviews is crucial for attracting new clients and reinforcing trust.
Key Features and Benefits:
| Feature | Description |
|---|---|
| Global Network | Leveraging the extensive resources and expertise of UBS, a globally recognized financial institution. |
| Personalized Service | Offering tailored financial solutions based on individual client needs and goals. |
| Experienced Professionals | Employing a team of seasoned financial advisors with a deep understanding of the market. |
| Comprehensive Planning | Providing a holistic approach to financial planning, encompassing investments, retirement, estate, and tax matters. |
Further Information and Recommendations: Prospective clients are encouraged to schedule an appointment with a financial consultant at The Legacy Group â UBS Financial Services Inc. This will allow for a detailed discussion of their financial situation and goals, enabling the firm to develop a customized plan to help them achieve their objectives. The firmâs website, advisors.ubs.com, provides valuable resources and insights into UBSâs services and investment strategies. Visiting the location at 6100 Tower Cir Suite 100, Franklin, TN 37067, offers the opportunity to meet the team in person and experience the firmâs professional environment.