Palm Beach, FL Private Wealth Management - UBS Financial Services Inc. - West Palm Beach (FL)

Amanda Mason Highly recommend this bank. The people are super friendly and helpful plus it’s not the typical bank. Private atmosphere and cozy. Great office

Michael Bernardi I recently had the pleasure of working with John Ziesing, at Advanced Capital Management and I cant express how grateful I am for his assistance! He provided me with the necessary information regarding my annuity contract, which was crucial for my refinancing process. John was incredibly knowledgeable and made sure I had everything I needed to move forward with my refinancing. If youre in need of assistance with your annuity or retirement planning, I highly recommend reaching out to John Ziesing, at Advanced Capital Management. His dedication to helping clients is evident, and he certainly made a positive impact on my experience. Thank you, John, for your outstanding support!

Angelia Kennedy Jason is a stellar Financial Advisor. After asking questions and LISTENING to the answers he provides education on the basics of managing money creating confidence in your budget and investing choices. His genius at navigating choices and building to procure the future for ones self and family allows for a better nights sleep and a lot less stress. This a business relationship with longevity, and Jason invests in you like a friend.

mrsbholl Steve is trustworthy, professional, and a pleasure to do business with. Highly recommended.

Zaquiesia Joseph I love the staff here. Ms. Helen was ABSOLUTELY AMAZING!!! She has the best customer care and is very knowledgeable. She goes up and above to help out in any way she can!

Kevin Delong Shannon and Claire are always so helpful and sweet! Anytime I come in asking about rates on certificate, they are both quick to assist. Shannon often helps me with information on current rates while Claire assisted me with a new savings with a higher rate. I appreciate these ladies and the Palm Bay branch as a whole!