Financialworks

Our mission is to provide our clients with quality financial expertise along with rapidly responsive service through an honest relationship. We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and regular communication.

As one of the world's leading financial institutions, Smith Barney provides cash management, financial planning, brokerage, estate planning, block trading and alternative investment services. With branches in Dayton, Ohio, the company offers employee retirement plans and diversification and risk management services. It also deals in annuities, mutual funds and equities, as well as a selection of fixed-income products, including municipal bonds and government securities. Smith Barney has expertise in insurance, key-person and wealth planning, business succession and recapitalization, as well as mergers and acquisitions, private placements and leveraged buyouts. The full-service brokerage firm serves individual investors and small- and mid-sized businesses, as well as large corporations, nonprofit organizations and family foundations. Smith Barney is a division of Citigroup Global Capital Markets, which is a global, full-service financial firm that provides brokerage, investment banking and asset management services to corporations, governments and individuals worldwide.

UBS Financial Services, headquartered in the United States, offers a comprehensive range of wealth management, asset management, and investment banking services tailored for distinguished investors, families, and institutional clients. The firm is committed to creating superior value through expertise, advice, and execution while maintaining a focus on sustainability and societal contribution. With a strong emphasis on innovation, UBS provides insights and strategies to navigate the evolving landscape of wealth management, including specialized solutions for corporate and institutional clients. The firm also prioritizes cybersecurity, ensuring the safety of client data and fostering trust in their financial services. Generated from the website