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

Chad McCullough, CFP - UBS Financial Services Inc.: A Comprehensive Overview

Chad McCullough is a financial consultant and planner associated with UBS Financial Services Inc., a globally recognized wealth management firm. He operates from his office located in Indianapolis, Indiana, and provides a range of financial services aimed at helping individuals and families achieve their financial goals. This detailed profile outlines his credentials, services, location, contact information, and available resources, offering potential clients a clear understanding of what he and UBS offer.

Location and Contact Information

Mr. McCullough's office is conveniently located at 8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240, United States. This location provides accessibility for clients throughout the Indianapolis metropolitan area and beyond. The office is situated within a modern business park, offering a professional and comfortable environment for consultations.

For those seeking to connect with Mr. McCullough, the following contact information is readily available:

• Phone: 3178161825
• Website: advisors.ubs.com

The website provides a wealth of information about Mr. McCullough's services, background, and the broader UBS organization. It's a valuable resource for anyone considering engaging with his services.

Expertise and Services Offered

As a Financial Consultant and Financial Planner, Mr. McCullough’s expertise lies in assisting clients with a broad spectrum of financial planning needs. These services typically encompass:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, including 401(k) rollovers, pension planning, and income distribution strategies.
• Investment Management: Creating and managing investment portfolios tailored to individual client goals, risk tolerance, and time horizons. This includes asset allocation, security selection, and ongoing portfolio monitoring.
• Financial Planning: Comprehensive financial planning that encompasses budgeting, debt management, education savings, and estate planning considerations.
• Estate Planning: Working with clients and their legal professionals to develop strategies minimizing estate taxes and ensuring the smooth transfer of assets.
• Risk Management: Assessing and mitigating financial risks through insurance planning and other risk management tools.
• Wealth Preservation: Strategies to protect and grow client assets over time, considering various economic and market conditions.

Mr. McCullough's affiliation with UBS provides access to a wide range of investment products and services, allowing him to offer customized solutions to meet each client’s unique circumstances. He likely leverages UBS's research capabilities and global resources to provide informed advice.

Credentials and Affiliations

The designation CFP (Certified Financial Planner) signifies a high level of expertise and ethical standards. CFP professionals have met rigorous education, examination, experience, and ethical requirements. This credential demonstrates Mr. McCullough’s commitment to providing sound financial advice and adhering to a fiduciary standard, which means he is legally obligated to act in his clients’ best interests.

Being associated with UBS Financial Services Inc. further strengthens his credibility. UBS is a leading global financial services firm with a long history of providing wealth management, investment banking, and asset management services. The firm’s resources, infrastructure, and regulatory oversight contribute to a robust and reliable environment for client assets.

Client Reviews and Reputation

Currently, Google My Business shows 0 reviews for Chad McCullough and UBS Financial Services Inc. at this location. The average opinion is 0/5. This lack of online reviews means there is limited publicly available feedback on his services. Potential clients are encouraged to schedule a consultation to assess his suitability for their needs and to gather references if desired.

Understanding UBS Financial Services Inc.

It's important to understand the context of Mr. McCullough's practice within UBS. UBS operates as a broker-dealer, meaning they execute transactions and provide investment advice. While financial advisors at UBS are generally held to a fiduciary standard when providing advice, it’s important to confirm this with Mr. McCullough directly. Understanding the regulatory framework within which he operates is crucial for clients.

Who Might Benefit from Chad McCullough's Services

Mr. McCullough's services are likely a good fit for:

• Individuals approaching retirement: Needing assistance with retirement income planning and investment management.
• Families with complex financial needs: Requiring comprehensive financial planning, including education savings, estate planning, and risk management.
• High-net-worth individuals: Seeking sophisticated investment strategies and wealth preservation techniques.
• Those needing guidance with investment decisions: Benefiting from professional advice and ongoing portfolio monitoring.

Additional Considerations

Before engaging any financial advisor, it is recommended to:

• Schedule a consultation: Discuss your financial goals and assess Mr. McCullough’s approach and suitability.
• Review his Form ADV: This document provides detailed information about his background, services, and potential conflicts of interest.
• Understand the fee structure: Clarify how he is compensated for his services.
• Check his background: Verify his credentials and any disciplinary history through FINRA’s BrokerCheck website.

Conclusion

Chad McCullough, CFP at UBS Financial Services Inc. offers a range of financial planning and investment management services from his Indianapolis office. His CFP designation and affiliation with UBS provide a foundation of expertise and resources. While a lack of online reviews is noted, thorough due diligence, including a consultation and review of his Form ADV, is recommended before making any decisions. Potential clients should carefully consider their needs and goals to determine if Mr. McCullough’s services align with their requirements.