Jacksonville, FL Private Wealth Management - UBS Financial Services Inc. - Jacksonville (FL)

Carla Kluch Molloy Financial Group does an excellent job helping me plan for my future and my retirement. I would not go anywhere else.

Kim Fitzgerald I have found Orlando to be very professional, organized and very knowledgeable. On the personal side.... very calm mannered and kind. I wish him well on his new business venture and would recommend him for anyone looking for a financial advisor.

Jontae McClure For as long as I have been a member of this credit union, I can honestly say the entire staff (my local Tallahassee locations, the customer service representatives I encounter over the phone, all the way to the Lake City Campus USA CU, and specifically Robert Whitney) has always been helpful, professional, empathic, and courteous. Even in moments when they couldnt help me, my integrity remained intact because of their kindness and consideration. This CU exudes a culture of Excellence and it shines through its employees!

Chris Rod Went in for a Cash Advance and was assisted by Gunel. I have been with Amscot for years and the efficiency Gunel works it’s unmatched. I got everything I came to do and helped me update some information and all done within minutes. Thank you so much Gunel, Amscot need more tellers like you.

Stephanie Hintzman Matthew Keister is a trustworthy, knowledgeable, and customer-focused advisor. Matthew explained complex matters for my family in an easy-to-understand way, which led to confidence in the guidance provided. Matthew is highly recommended to anyone seeking a reliable, genuine and ethical partner that provides a solid relationship with your families best interests at heart.

Angie McInnes Working with Jeff Nielson to ensure achieving our financial goals has been a wonderful experience. Jeff is accessible, though, and knowledgeable. He has helped us to have confidence in our plan. We appreciate Jeff’s sincere desire for our success. We highly recommend Jeff to steward your financial future.