GK Group - UBS Financial Services Inc. - Stuart (FL)

Michael White Mackenzie Fluharty, Financial Advisor, really takes her time to understand your needs and planning for the future. Mackenzie has helped my wife and I put together a plan that will lower our student loan burden. I would highly recommended Naples Wealth Planning to achieve your goals.

diane queen We have been working with Landsberg Bennett Private Wealth Management for many years as our financial advisors and administrators, and they have always been a pleasure to work with. We know we can trust Lew Bennett and his staff with such an important part of our lives, and we are very pleased with their successful track record for us during that time. Their flexible and highly diversified strategies enable us to adjust our portfolio investments to changing situations. They are always easily accessible and responsive to answer questions and provide services.

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lp mccarty Taborah was wonderful and very informative. She was very knowledgeable about everything that I needed to know with opening the account. She also killed a lot of dead air so I felt a lot more comfortable.

K H Cant even get a call back left messages no call return finally got a person on the phone who couldnt give a appointment had to call me back that was a week ago still no returned phone call.

Romario Bailey I had a great experience today signing up, it was simple and easy going.

Karen Porter It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!

Alina Mekhtiieva Highly recommend TFR & Company! Timur and Shawn are very helpful, knowledgeable. For the last three years they were helping me to file my taxes, just recently they helped me to open a business. Fast service! Friendly staff! Never had any problems with them.

reese darlington I have been using Stephen for years! He always listens to my goals and helps me work and invest in my future. Extremely thankful to have him on my side.