Archetype USA

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Jeffrey S. Cullman-UBS Financial Services Inc, located in Columbus, OH, is dedicated to providing personalized financial advice and strategies tailored to meet the unique needs of their clients. The firm emphasizes the importance of developing long-term relationships through a commitment to quality client service and extensive wealth management experience. The team, led by Managing Director Jeffrey S. Cullman and Senior Vice President Bruce Holt, includes professionals with diverse backgrounds in financial planning and investment management. They focus on multigenerational wealth management, estate planning strategies, and fostering healthy financial relationships, ensuring clients maintain control over their legacies. Generated from the website

Visit our office today located in Upper Arlington, OH. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.