Palm Beach Wealth Consulting Services - UBS Financial Services Inc. - West Palm Beach (FL)

Val Ge My dad had his account with Jay and company nearly 20 years until his death. I moved my IRA to Jay in 2012. Like my dad always said, “Great guy - honest and professional” - which I totally agree with. It’s why i moved my financial business there so long ago and still do business with them today! A rare gem in financial services and i have recommended him over the years to a number of my personal friends. Val

brandon martin Wallifa was inviting as well as very helpful in assisting me to open a new account and apply for a credit card. gave me great advice and answered every question with a positive attitude.

Rachel Pignato Had an amazing experience purchasing a car here. I bought another car earlier in the year at another dealership and it took almost 4 hours to get out of there. Nathan took such great care of us and the whole process including the test drive, them filling up the tank, detailing the car and the paperwork took 90 minutes. Nathan had a great sense of humor and was not pushy at all, he just helped us get the right vehicle for our family. I highly recommend Gilbert Ford for your next car purchase!

Lori King What can I say about Kevin and his wonderful staff at Edward Jones? Back in 2017 when my father passed away. I inherited. some money. A good friend had recommended me to Kevins company. I called and they got me in right away. Im not one to rushing into things, however after speaking to Kevin I knew this was someone I could trust and felt comfortable with. He was very patient with me and explained things very clearly for me to understand. It has been over six years since Ive been with this company and couldnt have made a better choice. If it wasnt for Kevin, Katie or Tina I dont know how I could have gotten through so many ups and downs in my life. Im truly blessed to be a part of such a wonderful company and to be treated like family. What a great amazing feeling. I would highly recommend you give this company a chance. My life is so much better knowing I can trust someone who has my best interest at heart. Thank you, Kevin, for everything you do. You really are the best. Love you guys.

Paul Wagner Been coming here for years. Great staff.

Mr AyeLuhDude So every month around the same time I would go through the whole process again.(answering why do I need such a large amount in cash) Which always made me feel uncomfortable.(introvert due to poor hearing) But the reason I would draw it all out was because my card would decline and I’m looking southern, knowing it’s there. So I’d have to call the branch and raise my limit every time I had large payments. So today same thing as usual but, I was blessed to speak with ZENIA(Labelle Branch). Which simply explained that the daily limit increase was only good for 24hrs and all I have to do was sign a form to permanently increase my limit. Something so simple made my day because she understood my frustration and her patience and professionalism towards problem solving is top tier.

Milagros Almarante Highly recommend Wealth Express Company. It’s dedicated and highly qualified professionals make a great difference in the financial industry.