It's your legacy We help you preserve and protect it

Mose James Richardson Jr., CFP®, CLU®

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter (CLU®)

Visit The Business Transition Group a part of Young Advisory Group

phone

513-792-3771
800-543-2884







address

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



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

Planning for the lifestyle you want

Planning for the lifestyle you want

Creating a lasting and positive impact

Creating a lasting and positive impact