Pasadena, CA Branch Office - UBS Financial Services Inc. - Pasadena (CA)

lynda simmons Chad is genuinely all about providing great quality customer service. Not only did Chad make our home buying process smooth and effortless, he showed us that we could actually keep the house we thought we had to sell! So we now have our new house and an income producing rental! We are just so grateful for his knowledge, insight and ability to see the big picture for us. He was super responsive and we really felt like he valued our business. You will not find a better value for such an important life purchase. He will definitely go above and beyond for you!

Jacob Griscom Ean has been an essential partner for R&B Communications. She has helped us organize our books to give high level visibility and help us make data driven decisions, while also helping us determine our share price for our stock purchase plan. We love working with her.

Rick T Mr. Balza is the best!! He has strong skills in the Insurance and Financial Services sector. His professionalism and knowledge are second to none. On top of all that, he cares sincerely, he is looking out for your future not his wallet. Advise will always be the best fit for your particular situation no matter how large or small it may seem. In my opinion Mr. Balza is the best agent in his trade, his earned awards prove it. Dont hesitate, if youre looking for an agent Mr. Balza is the ONE.

Laura Michelle Sarah Flippin and her partner James Hefley were extremely helpful in educating me about my financial options and helping me decide what works best for me now and for the future. They genuinely care about what’s important to me and what fits my needs/lifestyle. They were easy to talk to and explained things multiple times to ensure I had a full understanding. I’m very happy Sarah is my financial advisor and will refer my friends and family to her.