Lori Wolfe-Lazorik - UBS Financial Services Inc. - Vero Beach (FL)

Meg The branch closest to me was swamped so I decided to drive to this one. I was a little hesitant due ti the reviews but they were actually super nice! Maybe it’s the morning shift, as I went at 10:30, but the employees were polite, knew the customers ahead of me by name, and were talking about thanksgiving plans. No issues here!

Simon Sobellia IFW and Darren have helped me endlessly. Their approach to marketing and technology to reach out to clients has made it easy for me to scale. Not only are they reputable business partners, I now consider Darren a great friend. Thank you Darren for everything.

Larry Rich I have over 100k invested here and requested a rollover almost two months ago. I am only getting run around at this point. Beware if you invest here.

Tony Sutherland Choosing Orlando Financial Center to handle everything for my mortgage was the best decision I made during the entire process. You need someone you can trust and someone that will handle everything, and I mean everything. Nancy and her team answered all of my first time home buyer questions, as well as diligently handled everything with my complex VA loan. Cannot say enough good things about Eddie, Nancy, and the whole team at Orlando Financial.

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .

Sue B Merchant Funding Solutions (MFS) is an outstanding company to work with. They have always been reliable and honest in their work. I have worked with them over several years and have nothing but good experiences and have always been pleased by not only the quality of their work but their attention to detail. As a customer I have always felt like I was taken care of and respected, and the people at this company-especially Matthew- has been a huge help to myself and my business. I highly recommend MFS if you need funding, they know what they are doing and they do it right every time.

Paige We had an outstanding experience working with Avant Huston for our financial planning needs. From the very first consultation their team demonstrated the expertise, professionalism, and a genuine commitment to helping us achieve our financial goals. Highly recommend!