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JoAnn L. Buttler, CFP®

UBS Financial Services, Inc

180 Market St
Ste 200
New Albany, OH 43054
Phone: (614) 939-2072
Fax: (614) 939-5840

Toll-free: (866) 284-1930

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Household Income Minimum: $100,000
Investable Asset Minimum: $400,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

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