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Sentinel Wealth Consulting Group - UBS Financial Services Inc.

Financial consultant

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Services Offered

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Wealth Accumulation
  • Risk Management

About

Sentinel Wealth Consulting Group is a financial consulting firm located in Walnut Creek, California, affiliated with UBS Financial Services. The firm provides a range of financial planning and investment management services tailored to meet the needs of individuals and families. Their team specializes in guiding clients through retirement planning, wealth accumulation, and risk management strategies. They serve a diverse clientele, focusing on helping clients achieve their financial goals through personalized advice and comprehensive financial solutions.

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Location

1255 Treat Blvd # 1000, Walnut Creek, California
Map showing location in Walnut Creek, California
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Contact This Advisor

Business Information

Address

1255 Treat Blvd # 1000
Walnut Creek, California 94597

Phone

+1925-746-6326

Website

https://advisors.ubs.com/sentinel/

Business Hours

Contact for business hours