I suppose there are always good people in a bad organization but one wonders where are they? My…read moreadvisor of 30+ years left the company and I was randomly assigned new advisors. I had a problem with new advisors and needed another eye to see if my complaints were valid. I found UBS to be unresponsive. They avoided my initial inquiry. When I followed up several weeks later they were "investigating". Finally heard back in a CYA response. You spend a lot of money over the years for a managed account with all fees included in their management fee. Why did UBS add on additional fees to accounts merely sitting there while they delayed transfer to my broker who I followed to his new company. They were not monitoring my accounts. They did not advise me. I cannot recommend UBS New Albany. Not my idea of a "full service brokerage". This retired teacher feels ignored and taken advantage of, still without answers to my question.

When I found myself a single father of three, I knew I needed to get my finances on the right…read moretrack. Kevin has helped me to develop a big-picture money mindset as well as practical steps and accountability. I highly recommend him to anyone looking to improve their financial situation.

Kevin was great at helping us learn what budgeting really is and he helped us focus on our…read morefinances. He helped us learn how to control our money and tell it where to go. I can't recommend Pro Perspective LLC enough!

Never heard from the principal for 2 years after starting a policy and heard from friends that got…read moreannual requests to review their account and birthday cards. With a sizable policy I would have expected better. Not worth doing business with and highly recommend avoiding them.

From the owner: As comprehensive financial planning specialists in Columbus, OH, our financial advisors create…read moreplans to help clients grow and secure money safely. We build our financial solutions to work not only in good times but in bad financial times as well. Our team works to educate our clients on their financial situation and investments, which gives them the tools to reach their goals. Whether you are planning for retirement, seeking social security guidance, or are growing your business, our seasoned team of consultants possesses the knowledge and expertise to place you in a healthy financial state. All of our agents are also Bank On Yourself advisors. Start building your wealth today and contact our office!