Central Florida Wealth Management Group - UBS Financial Services Inc. - Winter Park (FL)

Alisha Allen Nick is the most ethical and considerate Advisor I know. When I brought my portfolio over from another Advisor, he had no problem telling me it was already performing well and recommended no changes at the time, because his interests are for his clients goals and not for himself. When the 2020 market correction happened, he saw it as an opportunity and made recommendations for me that have since tripled in value. He is easy to talk to, explains things in a way for clients to understand and listens to questions or concerns. He tailors solutions around goals I have for me and my family, and firmly believe he would do just that for you. I would recommend him to anyone seeking a licensed and knowledgeable Financial Advisor.

Jessica Dewing This is my first time working with a Financial Advisor and Mitch has been absolutely wonderful to work with. Beside being a pleasure to talk with, Mitch has done a fantastic job with my IRA and 401K. Ive told my friends and family how they are missing out by not working with FFA. I highly recommend giving them a try. Its not a scary, stuffy experience that one might expect. Help make your money work harder by working with this team!

Carolyn Loftus I have known Ryan for almost a year in a business relationship. He is extremely knowledgeable in the financial world. He has answers and great advise in any questions you have regarding where and what to invest your future in. His integrity is outstanding!

Sheila Higdon Love the ladies here! Once they spent an hour trying to help me find a cheaper auto insurance quote, they are very friendly helpful people. Always welcome you with a smile and always go above and beyond for you

Anna Zhang Thanks for Carlos Florean, he really helps me a lot today! He is so professional, patient and friendly. As a foreigner, sometimes I feel afraid to call somebody, because I cant get them too clearly. When Carlos helped me call the online service and said he will "fight for me", I felt so Appreciate! Also another staff seating beside him, so sorry for forgetting ask for your name. Thank you all the same! ٩(❛ัᴗ❛ั⁎)

Travis Adams John Ming did an amazing job getting me into my new Ram pickup. He listened to me when I told what I needed, why I needed it and found a way to meet the payments I required without having a loan as long as a mortgage! I would strongly recommend John to anyone looking to buy a new or used Ram, Jeep or Dodge. Also, Andrew in the finance department was amazing! He did not try and push me into everything I didn’t need. He listened and helped me make the right decision based on my needs. I would ABSOLUTELY buy another vehicle here!

Jenn Mieles Keila Morales, the Senior Relations Banker at Truist Bank, provided absolutely fantastic service today. I went in needing to close one account and open a new one, which can sometimes be a hassle. Keila handled everything with incredible efficiency and a great attitude. She also helped me with online access and several other tasks I needed to get done. Her expertise and willingness to go the extra mile made a potentially stressful day a breeze. I highly recommend working with Keila for any of your banking needs—she truly is a top-notch professional.

Nicole Gant The Cooney financial staff is amazing!! We were new clients last year and back again this year. They are welcoming, diligent and have wonderful attention to detail!! I highly recommend Cooney financial and we will be back again next year!!