Roy Cashion III - UBS Financial Services Inc. - Southampton, New York

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Roy Cashion III - UBS Financial Services Inc.

Roy Cashion III operates as a key Financial Consultant and Financial Planner at UBS Financial Services Inc., located at 8 Main St, Southampton, NY 11968, United States. Clients seeking financial advice or planning services can reach out to him via phone at 631-287-5841 or visit his professional website at advisors.ubs.com for more detailed information. The office is equipped to accommodate clients with accessibility needs, featuring a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Despite these accommodating features, it's recommended to appointments beforehand to ensure a smooth experience.

Specialties: Roy Cashion III specializes in Financial Consulting and Financial Planning. His expertise likely encompasses a broad spectrum of financial services tailored to meet individual client needs, from investment advice to comprehensive financial strategies. Given his position at UBS, a global leader in financial services, clients can expect high-quality, professional guidance.

Contact Information: For those considering reaching out to Roy, he offers a direct phone line for inquiries and advice. The office address in Southampton, NY, is conveniently located and accessible for those requiring disability accommodations. However, it's worth noting that as of the last review, this company has received 0 reviews on Google My Business, indicating a need for potential clients to seek additional feedback or experiences.

Opinions: The average opinion on Google My Business for Roy Cashion III and UBS Financial Services Inc. is currently at 0/5. This low rating suggests that clients may have had unsatisfactory experiences. It's crucial for prospective clients to approach this with caution and to consider reaching out to other financial advisors or firms for comparisons. The lack of reviews also raises questions about visibility and the company's commitment to client satisfaction.

Website and Online Presence: Roy's professional website provides a platform for potential clients to learn more about his services, qualifications, and approach to financial consulting and planning. Although the reviews section is currently inactive, the website itself serves as an initial point of contact and information.

Appointments and Services: Given the recommendation to make appointments, it's clear that Roy Cashion III values personalized service over walk-in consultations. This approach ensures that clients receive undivided attention and tailored advice, which is especially important in the nuanced field of financial planning.

Accessibility Features: The office's commitment to accessibility, as indicated by the provision of a wheelchair-accessible car park, entrance, and toilet, demonstrates an inclusive approach to client service. This is particularly important for clients who rely on mobility aids or have specific accessibility requirements.

For individuals looking to engage with Roy Cashion III or UBS Financial Services Inc., it's essential to approach with clear expectations and perhaps a bit of due diligence, considering the company's average rating. Prospective clients should prepare to discuss their financial goals, risk tolerance, and any specific concerns they may have. Given the current lack of reviews, it might be beneficial to inquire about the company's customer service policies and how they handle feedback or client issues.

In summary, Roy Cashion III offers financial consulting and planning services with a strong emphasis on accessibility and personalized attention. While the company's online presence and client reviews are limited, his professional background at UBS suggests a level of expertise and credibility. Potential clients are encouraged to reach out directly, make appointments, and perhaps seek additional insights before making a decision.

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