Ubs Financial Services is a firm that provides investment management, financial advisor, insurance agent or broker, consulting services, and commercial bank to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
|1||Fidelity Investments Charitable Gift Fund||501(c)(3)||Boston, MA|
|2||Front Porch Communities and Services||501(c)(3)||Glendale, CA|
|3||NYC & Company||501(c)(6)||New York, NY|
|4||Knollwood Military Retirement Community (ADF)||501(c)(3)||Washington, DC|
|5||University of Maryland Capital Region Health||501(c)(3)||Laurel, MD|
|6||Methodist Hospital of Southern California||501(c)(3)||Arcadia, CA|
|7||Satellite Healthcare||501(c)(3)||San Jose, CA|
|8||New York Independent System Operator / Cheryl Hussey (NYISO)||501(c)(3)||Rensselaer, NY|
|9||Marcus Jewish Community Center of Atlanta (MJCCA)||501(c)(3)||Dunwoody, GA|
|10||Easter Seals Crossroads||501(c)(3)||Indianapolis, IN|
|...||and 76 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ|
Competitors to Ubs Financial Services in the nonprofit sector include Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, Newport Group, Inc., Ascensus, Ubs Financial Services Inc, Global Retirement Partners LLC, Valic, Kestra Investment Services LLC, and Nationwide.
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