Chad McCullough, CFP - UBS Financial Services Inc. - Indianapolis, Indiana

Chad McCullough, CFP - UBS Financial Services Inc. - Your Indianapolis Financial Partner

Chad McCullough is a financial consultant and planner associated with UBS Financial Services Inc., a globally recognized financial services firm. He operates from his office located in Indianapolis, Indiana, and provides comprehensive financial guidance to individuals and families. This profile details his services, location, contact information, and available resources for those seeking financial expertise.

Location and Contact Information

Address: 8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240, United States

Phone: 3178161825

Website: advisors.ubs.com

Areas of Expertise

• Financial Consultant: Providing tailored financial advice to meet specific client needs.
• Financial Planner: Developing comprehensive financial plans that encompass various aspects of financial well-being.

Mr. McCullough’s specialties indicate a focus on holistic financial planning, potentially including retirement planning, investment management, estate planning considerations, and risk management strategies. His affiliation with UBS suggests access to a wide range of financial products and services, allowing him to construct diversified and personalized portfolios.

About UBS Financial Services Inc.

UBS is a global financial services firm with a long-standing reputation for providing wealth management, investment banking, and asset management services. As a member of the UBS network, Chad McCullough benefits from the firm's extensive resources, research, and technological infrastructure. UBS's global reach and expertise can be valuable assets in navigating complex financial landscapes.

Potential Services Offered

While a detailed list of services isn't explicitly provided, based on his titles and UBS's offerings, Mr. McCullough likely provides the following:

• Retirement Planning: Assisting clients in developing strategies for a comfortable retirement, including 401(k) rollovers, IRA planning, and Social Security optimization.
• Investment Management: Managing investment portfolios to help clients achieve their financial goals, considering risk tolerance and time horizon.
• Financial Planning: Creating comprehensive financial plans that address budgeting, debt management, savings goals, and insurance needs.
• Estate Planning: Working with clients and their legal professionals to develop strategies for transferring assets and minimizing estate taxes. Note: Mr. McCullough does not provide legal advice.
• Risk Management: Assessing and mitigating financial risks through insurance planning and diversification strategies.
• Education Planning: Helping families plan and save for education expenses.

Client Considerations

Individuals considering working with Chad McCullough or UBS Financial Services Inc. should be aware of the following:

• Fees: UBS advisors typically work on a fee-based model, meaning they charge a percentage of assets under management or an hourly fee for financial planning services. It's crucial to understand the fee structure and how it impacts overall costs.
• Conflicts of Interest: As a broker-dealer, UBS offers a wide range of financial products, which could present potential conflicts of interest. Mr. McCullough should disclose any such conflicts.
• Regulatory Background: It is recommended to check Mr. McCullough’s regulatory background through FINRA's BrokerCheck tool (available on the FINRA website) to ensure there are no disciplinary actions or complaints.
• Client Reviews: Currently, there are 0 reviews on Google My Business, making it difficult to gauge client satisfaction based on online reviews.
• Average Opinion: The average opinion is 0/5, reflecting the lack of reviews. This doesn't necessarily indicate poor service, but rather a lack of online feedback.

Further Information

To obtain more detailed information about Chad McCullough's services, fee structure, and client testimonials (if available), prospective clients are encouraged to:

• Visit his website: advisors.ubs.com
• Schedule a consultation to discuss their financial goals and needs.
• Request a copy of his Form ADV, which provides detailed information about his qualifications, experience, and conflicts of interest.

Disclaimer

This information is for general informational purposes only and should not be construed as financial advice. Individuals should consult with a qualified financial advisor before making any investment decisions.