Southeast Wealth Management Group - UBS Financial Services Inc. - Winter Park (FL)

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!

Mike Finnerty Grate service. Really helpful people.

DJ yy I recently refinanced my loan with One Main Financial and once again received outstanding customer service. Thank you Scott!!

Ann Collins Better than expected!

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Stephen Ridiculous in getting an appointment. It was a hassle for my 93 yo father to join me. $4 million to invest so I went elsewhere. Your comments below Mr. Renzy are WRONG. Your telemarketer would not let me bring my father to join me for ANY appointment. THEN I got upset as I had a good reason for it. He wanted to learn and invest too and cannot drive. Ludicrous!!!

Geeky Tracy is always so helpful and patient. She is always happy to walk me through things step by step and answer all of questions. Plus they have lollipops!