Safeguard Financial Services - Tampa (FL)

John S Ive been utilizing UFS for my portfolio for over 5 years. Both Lisa and Marissa have always been there to answer my questions and provide me with sound and beneficial financial advice along with wonderful investments tailored to my specific needs which have always appreciated in value. I highly recommend them for your financial needs.

Deyanira Torres Love it. Excellent service and very kind.

Kareem Darlene is such a wonderful person. Helping so many with assistance. People dont need to give her a hard time. She has helped so many in the time of struggle and crisis.

Fernando Contreras I’ve been investing for many years, but I can honestly say that my experience with Stonebrook Wealth Partners has been exceptional. Their team provides a level of personalized service that’s hard to find these days. They took the time to understand my financial goals and have guided me with wisdom and care. I appreciate their transparency and the peace of mind they’ve given me about my investments. I highly recommend them to anyone looking for trustworthy financial advice.

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.

Tracy Kerby Wonderful service!