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

Cheryl Hornikel Jon Lee was able to make considerable growth in my investment portfolio in a short period of time. I am excited to finally have my portfolio in the competent hands of a professional investment advisor! Highly recommended!

Mike Evans Jessica was amazing she helped me figure out that I was paying for two different policies on the same vehicle for over a year and was able to get that policy canceled and get me a refund for that policy over 1,000 bucks. she also was able to save me over 100 bucks a month on my current insurance. I will recommend Newport insurance to all my friends and family. and to anyone who wants great service go see Jessica you won’t be disappointed. Thanks Jessica.

Ramona Richardson Always up to date information available to Any client anytime Terrific Health share advice always caring / compassionate .

Brenda Baker Local Crestview grocery, you will see everyone you know and dont know if you stop here. A lot of judging and staring go in on here. I prefer NOT

Edward Jones Mr. Nic Navetta is a Great Professional who really takes care of his Clients Also Mrs. Angela Ward is Very good at her job b too.

Evelyn Norris Mary Blackburn was as professional and efficient as usual. I made a call one day, and was approved and received funds into my account the next day. Thank you to the whole Normandy One main team. I always feel welcome and comfortable there. Great team

Kira Mckinney Got cussed out for paying my bill?

Niki Miller I miss Drummond. I will say this location still has the same great employees. I am noticing new faces but they have been great too. I left TD Bank for Drummond because I hated the way the big banks treated me, unfortunately Seacoast reminds me of TD Bank. The 3 stars is only because the employees are great, otherwise it would be less.

Mary Tordik We are so pleased with Manny Bellos financial help and expertise. We were quite skiddish about investing, but Manny has knowledge, skill and a refreshing respectful attitude!!