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

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

Chad McCullough operates as a Financial Consultant and Financial Planner within UBS Financial Services Inc., a globally recognized firm. He is located in Indianapolis, Indiana, and serves clients seeking comprehensive financial guidance. This profile aims to provide a detailed overview of Mr. McCullough’s services, location, contact information, and available resources for potential clients.

Location and Contact Information

Mr. McCullough's office is strategically located in Indianapolis, making it accessible to individuals and families throughout the region. The address is 8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240, United States. Clients can easily schedule consultations and meetings at this convenient location.

• Address: 8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240, United States
• Phone: 3178161825
• Website: advisors.ubs.com

Services Offered

As a Financial Consultant and Financial Planner at UBS, Chad McCullough provides a wide range of financial services tailored to meet the unique needs of each client. These services generally include:

• Financial Planning: This encompasses creating a comprehensive financial plan, taking into account a client’s goals, risk tolerance, and current financial situation. The plan might address retirement planning, investment strategies, education funding, estate planning considerations, and insurance needs.
• Investment Management: Mr. McCullough assists clients in building and managing investment portfolios aligned with their financial goals. This involves asset allocation, security selection, and ongoing portfolio monitoring. He leverages UBS's extensive research and resources to make informed investment decisions.
• Retirement Planning: A significant portion of Mr. McCullough’s practice likely focuses on retirement planning. He helps clients determine how much they need to save, choose appropriate retirement accounts (such as 401(k)s, IRAs), and develop strategies for generating income in retirement.
• Estate Planning: While not providing legal advice, Mr. McCullough collaborates with estate planning attorneys to ensure clients’ financial plans are integrated with their estate planning documents, such as wills and trusts.
• Insurance Review: He can review existing insurance policies (life, health, disability) to ensure adequate coverage and identify potential gaps.
• Education Planning: Assisting families in planning and funding college education, including exploring 529 plans and other savings vehicles.

About UBS Financial Services Inc.

UBS Financial Services Inc. is a prominent and well-established financial services firm with a global presence. It provides brokerage, wealth management, and advisory services to individuals, families, and institutions. Being associated with UBS provides Mr. McCullough access to a vast network of resources, research, and investment products. The firm's reputation for stability and expertise reinforces the trust clients place in their financial advisors.

Chad McCullough’s Credentials and Experience

The “CFP” designation after Mr. McCullough’s name signifies that he is a Certified Financial Planner. This certification requires rigorous education, examination, experience, and ethical standards. CFP professionals are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. More detailed information regarding his specific experience and qualifications can be found on the UBS website linked above.

Client Reviews and Reputation

Currently, according to Google My Business, Chad McCullough and UBS Financial Services Inc. have 0 reviews. This lack of online reviews does not necessarily reflect the quality of service provided. It may be due to a relatively recent establishment or limited online presence. Potential clients are encouraged to schedule a consultation to assess the fit and discuss their financial goals directly with Mr. McCullough.

Why Consider Chad McCullough

Choosing a financial advisor is a significant decision. Here are some factors to consider when evaluating Mr. McCullough and UBS:

• CFP Designation: Demonstrates a commitment to professional standards and fiduciary duty.
• UBS Support: Access to a global firm’s resources and expertise.
• Personalized Service: Financial plans are tailored to individual client needs and goals.
• Comprehensive Services: A wide range of financial planning and investment management services are offered.
• Local Presence: Located in Indianapolis, providing convenient access for local clients.

Further Information & Next Steps

Individuals interested in learning more about Chad McCullough’s services or scheduling a consultation are encouraged to visit the UBS website (advisors.ubs.com) or contact him directly at 3178161825. The website provides more detailed information about his background, services, and approach to financial planning. It is always advisable to interview several financial advisors before making a decision and to carefully review any disclosures and agreements.

Important Disclaimers

Investment involves risk. Past performance is not indicative of future results. UBS Financial Services Inc. does not provide legal or tax advice. Clients should consult with qualified professionals for such advice. The information provided in this profile is for informational purposes only and should not be construed as investment advice. All investment decisions should be made in consultation with a qualified financial advisor after careful consideration of your individual circumstances.

Additional Notes

The absence of online reviews should not automatically disqualify Mr. McCullough. It is recommended to schedule a time to speak with him and ask pertinent questions regarding his experience, investment philosophy, and fee structure. A strong client-advisor relationship is built on trust and open communication. It is important to find an advisor who understands your goals and with whom you feel comfortable.

UBS Financial Services Inc. is committed to providing exceptional service and helping clients achieve their financial objectives. Chad McCullough, as a representative of UBS, strives to uphold these values in his interactions with clients.