The Davenport Financial Group

UBS Financial Services specializes in wealth management solutions. The company offers a range of trading, brokerage and securities products for clients in the United States. It is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. UBS Financial Services is a part of UBS, which has expertise in investment banking and asset management solutions. The parent company provides a selection of financial services for private, corporate and institutional clients worldwide. With offices in more than 50 countries, it employs over 65,000 people. UBS operates Wealth Management Americas, which provides advice-based relationships through its financial advisors.

Sage Financial Group LLC, nestled in the heart of Cincinnati, OH, offers expert financial planning services to help individuals navigate the complexities of wealth management. With a team of seasoned professionals, they specialize in creating tailored strategies to secure their clients' financial futures. The firm's dedication to personalized guidance sets them apart, ensuring that each client receives a comprehensive plan that aligns with their unique goals and aspirations. At Sage Financial Group LLC, clients can expect a collaborative approach that empowers them to make informed decisions about their finances. Whether it's retirement planning, investment management, or estate planning, the firm's knowledgeable advisors are equipped to provide sound advice and guidance every step of the way. By fostering long-term relationships built on trust and transparency, they strive to empower their clients to achieve financial success and peace of mind. Generated using this place's available information

Vantage Point Financial Services LLC is a financial services firm located in Centerville, Ohio, and is a branch office of Cetera Advisors LLC. Led by Mark M. Black, CFP, the firm aims to improve the lives of its clients by providing objective financial advice and exceptional service across various services including investment management, retirement strategies, and estate planning. With a mission to empower clients and their families, Vantage Point specializes in helping individuals navigate their financial journeys through tailored solutions for college planning, insurance, and tax strategies. The firm emphasizes a collaborative approach to financial decision-making, focusing on understanding clients' unique goals and values. Generated from the website