James Engel - UBS Financial Services Inc.
Business Details
About
Superannuation consulting isn’t the kind of service you stumble upon while window-shopping in Midtown. It’s more of a find-it-when-you-need-it category, the sort that lives in office buildings where the real work happens behind closed doors. Park Avenue suits the role—quiet enough for focus, central enough for convenience. The area’s grid of corporate addresses and historic facades makes it a natural fit for financial advisory services, where discretion and precision matter more than foot traffic.
At James Engel - UBS Financial Services Inc., the focus is on retirement planning strategies that align with long-term goals. The address, 299 Park Ave New York, NY 10017, places it among the towering names of finance and law, a block where elevators hum with purpose. Superannuation isn’t just about numbers; it’s about structuring assets, tax efficiency, and the kind of foresight that turns decades of contributions into a reliable income stream later. Questions about rollovers, pension transfers, or estate planning within super funds would land in the right hands here.
Most people don’t think about superannuation until a career milestone or a regulatory change prompts them to. That’s when a direct line becomes useful—(212) 309-3371—no navigation through menus, just the straightforward connection to someone who deals with these systems daily. The complexity of international super rules, self-managed funds, or even the basics of contribution caps can turn a simple inquiry into a session of untangling acronyms and clauses. Park Avenue’s zip code doesn’t hurt either; it’s a shorthand for access to networks that span beyond local borders.
For directions or to confirm the exact entrance—some buildings on this stretch have their quirks—pull up the map listing. The block itself is unassuming, a mix of limestone and glass that blends into the city’s financial spine. No neon signs or sidewalk sandwich boards here. Just an address, a name, and the kind of service that’s measured in outcomes, not footfall.
