UBS Financial Services

101 California St #2770
San Francisco, CA 94111 415-774-3300

Ratings

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Consumer Ratings for UBS Financial Services — 2 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Promptness/responsiveness
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Overall quality
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Consumer Comments for UBS Financial Services

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Consumer from SAN FRANCISCO, CA
May 25, 2024
Not Recommended
UBS just plain has a poor service offering badly delivered for banking services. The financial & investment advice really hasn't performed very well over time - at least compared to index funds - and comes with very high fees.
Consumer from Yountville, CA
Mar 01, 2024
Recommended
Robert Stoker and John Lupario have been excellent advisors financial managers, answering all questions promptly. We could not have retired very comfortably at age 60 without Robert, John and UBS S.F.