UBS Financial Services Inc. of Sacramento

UBS Financial Services Inc. of Sacramento is a financial planner in Sacramento, CA, located at 1610 Arden Way, Suite 200. The branch office provides wealth management services, focusing on developing long-term relationships through customized strategies and quality client service. The team aims to be the primary source of financial advice for clients, working together to look at the big picture and help individuals confidently pursue their life goals.

The branch is led by Jason Arnold, Senior Vice President of Wealth Management and Market Director, who has been in financial services for over two decades. Arnold joined UBS in May 2021 and holds professional designations including the CPWA (Certified Private Wealth Advisor) and CRPC (Chartered Retirement Plan Consultant). He is recognized as a Forbes Best-in-State Wealth Advisor and part of a Forbes Best-in-State Wealth Management Team for the years 2023, 2024, 2025, and 2026. The firm operates under the UBS Financial Services, Inc. Insurance Agency Inc. License and maintains a California Insurance License. Advisors at the branch are backed by UBS, a wealth management leader with 160 years of experience providing advice to high-net-worth individuals and families globally.

The office sits on Arden Way, a main road in the area. It is located less than a mile from Arden Fair Mall and the Farmers Market, both within a short drive. Kaiser Permanente Point West and its medical offices are also nearby, at a distance of about 0.3 miles.

The business holds a 5.00 rating based on customer reviews. This positive feedback reflects the satisfaction of clients who have engaged with the branch for their financial planning needs.

UBS Financial Services Inc. of Sacramento combines extensive industry experience with local leadership, serving the Sacramento area with specialized wealth management strategies.

Services:

• Advisor Development and Recruitment
• Client Relationship Management
• Client-focused relationship building
• Comprehensive investment solutions
• Customized Financial Strategies
• Customized financial advice
• Financial Advisory Services
• Global Markets Insights