Ubs Financial Services is a firm that provides investment management, financial advisor, insurance agent or broker, consulting services, and administrative support 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||NYC & Company||501(c)(6)||New York, NY|
|3||Knollwood Military Retirement Community (ADF)||501(c)(3)||Washington, DC|
|4||University of Maryland Capital Region Health||501(c)(3)||Laurel, MD|
|5||Satellite Healthcare||501(c)(3)||San Jose, CA|
|6||New York Independent System Operator / Cheryl Hussey (NYISO)||501(c)(3)||Rensselaer, NY|
|7||Marcus Jewish Community Center of Atlanta (MJCCA)||501(c)(3)||Dunwoody, GA|
|8||Jewish Home and Care Center||501(c)(3)||Milwaukee, WI|
|9||Indiana Masonic Home Foundation||501(c)(3)||Indianapolis, IN|
|10||Fisher Titus Medical Center||501(c)(3)||Norwalk, OH|
|...||and 70 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ|
Competitors to Ubs Financial Services in the nonprofit sector include Gallagher Benefit Services Inc, Raymond James and Associates, Merrill Lynch Pierce Fenner and Smith, Usi Consulting Group, Nationwide, Metlife Securities Inc, Newport Group, Inc., Ubs Financial Services Inc, Ascensus, and Vanguard Energy Services LLC.
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