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Featured Business Financial Advisor in Riverside, CA
Riverside Financial Advisors
Magnolia Wealth Management Group UBS Financial Services
3390 University Ave Suite 270
Riverside, CA 92501
(951) 782-4707
“Driven by your life's goals”
Advisor Profile
Jonathan O'connell
Name:  Jonathan O'connell
Website:  Visit Website

About Magnolia Wealth Management Group UBS Financial Services

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well- positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.
 

General Information

CRD#:    4424561
Firm CRD#:    8174
Name of Custodial Firm:    UBS Financial Services Inc
States Willing to do Business in:   
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    10
 
 
 
Prepared By: Jonathan O'connell

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