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Shaun P. Nicholson, CFP®

UBS Financial Services

110 N Main St
Ste 1600
Dayton, OH 45402
Phone: (937) 226-6562
Fax: (937) 223-9929

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Banking
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.