Dominic A. Palmisano, Jr. is a Financial Advisor and Senior Retirement Plan Consultant at UBS Financial Services Inc. in Cincinnati, OH. With a B.S. in economics from The Ohio State University, Dominic specializes in financial planning and risk management techniques, providing personalized access and service to clients. He focuses on retirement plan consulting, 401(k) plan services, financial planning, business owners' retirement planning, estate planning strategies, custom portfolios, and investing.
Backed by the strength of UBS, a global leader in wealth management with over $5 trillion in invested assets globally, Dominic and his team take a collaborative approach to help plan sponsors optimize their retirement plans, meet fiduciary and regulatory obligations, and educate employees. They offer a range of solutions to create a truly rewarding workplace and are dedicated to understanding each aspect of their clients' unique financial lives, providing tailored recommendations and strategies for short-term expenses, longer-term needs, and legacy planning.
Generated from the website