Ray Klahne - UBS Financial Services Inc. - Stuart (FL)

Marissa G. Abby is so incredibly helpful! She visited my ROTC class back in the fall and since then I have been meeting with her to build a well rounded financial portfolio as I kickstart my career in the Army. She is so sweet and easy to talk to and very helpful when answering all of my questions! I highly recommend her to anyone looking to become more financially confident.

Christopher Shepherd Very responsive, friendly staff. High quality local business!

Maureen Villari I had the pleasure to work with Michael Diaz today to resolve my financial debts. He was extremely professional, mild mannered, knowledgeable, experienced and made sure that I understood the whole process of your company. He was willing to provide straight forward advice to alleviate my current financial situation. His due diligence made me feel extremely confident paying careful attention to the details of the process. I have great faith in him that I am on the right track to being free from financial debt and looking forward to it.

Beauty4ashes2024 Barron Kelly and Matthew are totally amazing.. I had a messed up with my banking while I was hospitalized they rapidly helped me find a solution and fix the problem. They are amazing.

Andrea Holland where are y’all located at

cherri case Working with Rose is amazing. She is very attentive and always makes me feel important. She and the rest of team Ellisor, Trotta & Associates are very professional and welcoming. Rose calls to check on me all the time and I appreciate her thoughtfulness while I am going through a difficult transition in my life. Thank you Rose.

Delaney Mathews The Tampa office of Oxford Advisory Group exceeded my expectations. I appreciated how attentive and knowledgeable their advisors were—especially when it came to navigating market changes and securing my future. They made a complex process feel simple and gave me peace of mind. Great team and solid service!