Synergy Wealth Consultants - UBS Financial Services Inc. - St. Petersburg (FL)

Stephen Woodyard Trent is great! I have always been a DIY investor and Trents insight contributed to my confidence in my retirement plan. He is well versed in technology to analyze and recommend on your holistic retirement plan. I had a bad experience with AUM accounts in the past but,....I converted to Moran to manage my retirement investments going forward. He really cares!!!

Eustis Sign Co Great adviser and very helpful in making financial decisions. Very professional and honest.

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Eileen Daly Soren and Annette are exactly what we were looking for in a financial advisor. Soren is smart, responsive and he has made us feel much more confident with our retirement. Both Soren and Annette are responsive to our questions and objectives. We tried retirement on our own for 3 years and we thought we were doing ok. AWA surpassed our results in the first year. We definitely recommend them!

Dianne Welde I have been a client of Jim Cooper for over 20 years and for a very good reason. Even during difficult market times Jim has successfully advised me on my investments to minimize my risks and maximize my worth. Over the years when it was necessary for me to go into their office for a review of my account, the staff was incredibly friendly. They made me feel welcomed and valued as a customer. I would highly recommend Jim as a financial advisor. Dianne Welde

Tee Fonts A+ service. Johana was wonderful! I did not have a wait. Parking was free & hard to find your first time, go to the apartment entrance and follow the signs or call an agent.

Nathalie Gonzalez I’ve been doing my taxes with this company for many years. Even though I moved to Florida I still do my taxes with them . That is how good and satisfied I am. I definitely recommend this company to others. Great professionalism and service. Oscar and his team are amazing!