UBS Financial Services in New Albany, OH is a trusted wealth management firm that focuses on building lasting relationships with their clients. With a team of experienced financial advisors led by Market Director Erik L. Puffenberger, they provide customized strategies to help individuals pursue their life goals and confidently navigate their financial future.
With over 20 years of experience, including 13 years with UBS, Erik is dedicated to helping advisors deliver quality client service. UBS ensures that their advisors and clients have the right resources to be successful, with industry-leading expertise and local-level decision making that responds to clients' needs. Through their commitment to their community and their clients, UBS Financial Services in New Albany strives to make a positive impact on the lives and wealth of their clients.
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