UBS Financial Services Inc. - Carmel (CA)

David Mersereau Incredible servant leaders! Ariel and Adela are extremely competent and qualified to serve your needs. They were not only kind, compassionate and understanding, they were forward-thinking and knowledgable of our individual goals. Arrive financial encouraged and empowered us towards financial freedom

Shahram Y Excellent service for the past 9 years.

Tom S Incompetent fool!

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.