This Business Is Not BBB Accredited

UBS Financial Services, Inc.

UBS Financial Services, Inc.

(937) 223-3141

UBS Financial Services, Inc.

36 years in business

110 N. Main St.,
Dayton, OH 45402

BBB File Opened: 7/05/2012
Business Started: 6/01/1980
Business Started Locally: 6/01/1980
Type of Entity
Contact Information
  • Principal: Mr. Timothy O. Cornell, Managing Director/Branch Manager
  • Mr. Geoff Merl, Assistant Manager
  • Ms. Holly Banford, Administrative Manager
  • Mr. Timothy W. Van Simaeys, Director/Branch Manager
  • Ms. Brandy Risheill
Business Category
  • Financial Planning Consultants
  • Investment Securities
  • Retirement Planning Service
  • Investment Management
  • Investment Seminars
  • Consultant - Employee Benefit Plans
  • Estate Planning & Management
  • Employee Benefit Plans

Products & Services
This company provides financial management and investment strategies for retirement planning.

Licensing, Bonding or Registration:  This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Number of Employees:  40



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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

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UBS Financial Services, Inc.


UBS Financial Services, Inc.