Transamerica

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.

Artifex Financial Group is a fee-only financial planning and wealth management firm located in Dayton, OH. We serve individuals and business owners in the greater Dayton area. Our team of experienced financial advisors can help you create a comprehensive financial plan that meets your unique needs and goals. We offer a wide range of financial services, including investments, insurance, retirement planning, tax planning, and college planning. We are committed to providing our clients with the highest level of service and support. We believe that your interests always come first. See our affiliate offices at 5325 Deerfield Blvd. Mason, OH 45040, 1201 Dublin Road Columbus, OH 43215, 700 N. San Vicente Blvd. 7th Floor Los Angeles, CA 90069.