St. Paul, MN Branch Office – UBS Financial Services Inc.

St. Paul, MN Branch Office - UBS Financial Services Inc. is a financial planner in St. Paul, MN, located at 444 Cedar St Suite 200. The firm provides wealth management services, focusing on developing long-term relationships through customized strategies designed to meet individual client needs. The practice aims to serve as a primary source of financial advice, working with clients to understand their priorities and pursue life goals. It holds a 5.00 rating based on one review.

The branch is led by Justin Kappel, who serves as Executive Director and Market Director. He has been in field leadership roles at UBS since 2012 and was named Market Director in 2023 for the Wayzata, Saint Paul, Saint Cloud, and Alexandria, MN offices, as well as the Fargo, ND office. Kappel brings over 25 years of experience to the role, having previously led home office sales support teams, technology and practice management training teams, and served as a regional business analyst. He holds a B.S. degree in Mathematics and Economics from North Dakota State University. The firm is backed by UBS, a wealth management leader with 160 years of experience providing advice to individuals and families globally.

The office is situated on Cedar Street, just a short distance from 7th Street East and Wabasha Street North. It is located about a tenth of a mile from the Taxpayer Advocate Service Office, the Minnesota Children's Museum, the Fitzgerald Theater, and the Palace Theatre.

The business is known for a positive rating from the customers who have reviewed it.

St. Paul, MN Branch Office - UBS Financial Services Inc. offers specialized wealth management and financial planning services in the heart of St. Paul.