Fort Myers, FL Branch Office - UBS Financial Services Inc. - Fort Myers (FL)

SHAM ROCK If getting life insurance was an Olympic sport, Maddie would’ve gotten a gold medal in my opinion. She didn’t just set us up with life insurance, she set us up for generational peace of mind while somehow making the process fun. I didn’t even know I could laugh and talk about death in the same conversation, but Maddie made it happen. 10/10 would recommend her to anyone with a heartbeat because SHE THE TRUTH. She probably could sign ya pets up too!!

Paul Daley Rob is patient and detailed in his review of your needs. He devises a plan and explains options to you. I highly recommend Robert Dale as your financial advisor.

Shelly Luna Sarah Fargo was amazing at helping us navigate through our recent home purchase. She was very communicative and extremely knowledgeable about the loan process. Sarah helped make this the easiest home purchase we’ve made. We appreciate all of her efforts and partnering with PrimeSouth!

Patricia Powell Mr Lloyd is very very good at his job. He explained everything so I could understand.He answered all my guestions with easy to understand answers and to my full understanding.He is a very good account representative.

Tracy Berg Highly recommend Harry Henning with Edward D Jones for all of your financial investment needs. We have been with Edward D Jones for over 25 years. Harry and his assistant, Ashley have been there for most of that time and we recommend them to everyone. In addition to doing very well for us, investment wise, they are always available when we have questions and take care of you like family! If you are just starting out or just looking for better customer service, look no further.. they are the best! Thank you Harry and Ashley, for all that you do!

Aaron J seiple One man was OK nothing spectacular. Their percentage rates are really high like 35 or something like that. It’s good that they’re local and I can deal with them local but if I was at out of Florida and I was somewhere else, I don’t know how good they would be but definitely percentage rates are way out of.