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

Lynn Bain Andreas Heinrich, CPCU®️ has been my financial planner for the past 5 years, and I have been extremely happy with him, his team their services. They are incredibly knowledgeable and experienced in all areas of financial planning, and they have always taken the time to understand my individual needs. They have provided me with clear and concise advice, and they have helped me to reach my financial goals. I would highly recommend Andreas to anyone who is looking for a financial advisor. Pros: •Highly knowledgeable and experienced •Patient and understanding •Takes the time to understand your individual needs •Provides clear and concise advice •Offers a variety of financial planning services Cons: • Absolutely none!

Lis Ber They send unsolicited mail offering loans for secured rates. They do not stick with the offered rates. They then will have at the minimum, 4 different companies calling you trying to get you to let them run your credit as well. Oh and for the record, you will have to file a dispute against Prudent and their affiliates because they will place hard hits on your credit file even though they say that they wont. I will assume that this is a secondary lender that preys on people with poor credit but I cant imagine that there are not better and more ethical companies out there, no matter your circumstances. These people should be fined multiple times and investigated by the Consumer Financial Protection Bureau everytime they do this to someone. You can report them online.

sheri allen U CAN DO YOUR BANKING BUSINESS

Valka Stormcutter They are always very nice and real people easy to communicate and I’ve always gotten what I needed done with my insurance and they were always very understandable. They’ll talk to you about other options, but it has never been that salesman approach, which I hate. Ricky was awesome!

Lorraine Russo Nicole went above and beyond all expectations. She is knowledgeable and professional. I highly recommend her services. Thank You Nicole. You made the process quick and smooth and put my mind at ease.

George Morgan Jeffrey at the fort Pierce store was 100% awesome made me feel at home made me feel good he helped me Tasha did the same for us me and my fiance and we will definitely come back here we will definitely send our friends here recommend people here and I will definitely come back because of these two people!!

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Elizabeth Fabrizi This company goes above and beyond anything I could have imagined from an insurance broker. I work directly with Maria, and she has truly been a lifesaver in so many ways. Not only do they find the best, most personalized coverage for your needs, but they also make it completely effortless to navigate and deal with insurance companies when the unexpected happens. Their dedication, professionalism, and care are unmatched. I will never go anywhere else.

Cheryl Kennedy Title: Exceptional Financial Advisor Rating: ⭐⭐⭐⭐⭐ (5/5) I cannot express how fortunate I am to have Renae Aiple as my financial advisor. Renae is a true asset to anyone seeking financial guidance, and I wholeheartedly recommend her services. She never makes me feel like my questions are insignificant, and she certainly doesnt talk over my head with financial jargon. Instead, Renae takes the time to patiently explain concepts until I fully grasp them. She is proactive in keeping me updated on my investments and financial progress, ensuring that Im well-informed every step of the way.