The future you want It starts with a financial plan tailored for you

From left to right:
Row 1: Jan Wolter, Greg Achten Row 2: Lindsay Myers, Beth Tate, Sally Burgess, Mark Illingworth, Matt McGee, Amy Bender, Don Nickerson, Kathy Morman

Kenwood, OH Branch Office




UBS Financial Services Inc.
The Towers At Kenwood
8044 Montgomery Rd, Ste 100w
Cincinnati, OH 45236

Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan to make sure that all of your assets are working toward helping you achieve what matters most. We are well-positioned with advice and solutions that look beyond investing. Our priority is helping you meet all of your financial goals. It's what we call: Advice. Beyond investing.


Creating a lasting and positive impact

Creating a lasting and positive impact

Creating your legacy

Creating a legacy that lasts