W Bruce Holt-UBS Financial Services Inc

W Bruce Holt-UBS Financial Services Inc, situated in Columbus, OH, offers personalized financial advice and wealth management strategies for clients seeking quality solutions tailored to their requirements. The team at Cullman/Holt Group emphasizes cultivating enduring relationships by delivering top-notch client service and drawing on extensive experience in wealth management.

Lead by Jeffrey S. Cullman and W. Bruce Holt, the team boasts industry recognition and a commitment to assisting clients in maintaining control over their legacies through multi-generational wealth management and estate planning strategies. With a comprehensive approach, they specialize in evaluating investment managers, gifting strategies, and charitable foundations to meet clients' financial goals.

Additionally, the team includes professionals like Ben Krajnak, Connie M. Dennis, Solomon Gamertsfelder, and Shannon Borton, all dedicated to collaborating closely with clients and providing comprehensive financial planning services. Together, they offer a wealth of expertise and a personalized approach to help clients achieve their financial objectives.

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