Keywords: Financial the summit group ubs financial services inc fl

The Summit Group - UBS Financial Services Inc. - Winter Park (FL)

Address: 🏡 201 N New York Ave Suite 300, Winter Park, FL 32789, USA
Website: https://advisors.ubs.com
Phone : +1 (919) 918-2330
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ-XqG0Jlx54gRPbHmvMOCG1Y
#Florida

Retirement Solutions Center of Pensacola - Pensacola

Rachel E I have been nothing but impressed and extremely satisfied with the professionalism, guidance and superior service provided by Retirement Solutions Center. Paul is exceptionally knowledgeable and experienced. He considers each of his clients’ individual situations in advising. He’s a true upstanding gentleman in every sense of the word. Mallory—oh my goodness—she’s just amazing! Best front line assistant out there with a genuine desire to pleasantly and effectively serve the needs of the client. So blessed to entrust this fine company with my holdings!
5 /5

King Risk Partners - Brooksville

Lisa Riehl My house insurance rates are great they were fast and efficient so far so good
5 /5

Ocean Financial Services - Miami

José Miguel Hernández Super Nice people and very helpful. Thank God for putting me on the path to insurance
5 /5

Intercoastal Financial Group - Vero Beach

Amy Newberry Nick Brainard was GREAT to work with. He had no issues answering all my many questions. He always got back to me very quickly. He worked hard to get me the best rate. I would HIGHLY RECOMMEND! Appreciate you Nick!!
5 /5

Onsite Accounting & Tax Services, LLC - Green Cove Springs

Erin Morris Rachel is fantastic!! Makes everything easy to understand, is extremely helpful, and friendly! Highly recommend giving her a call or paying her a visit!
5 /5

Mintco Financial - Tampa

Karen Gawronski Fortunately for me as I struggled with the barrage of information regarding my approaching medicare enrollment several years ago, someone I trusted directed me to Lloyd at Mintco. When we met, he explained my options so clearly, it was easy to make a decision. We discussed and arranged some other insurance options relevant to my situation. He was informative, professional and helpful with a friendly demeanor. His services for that did not cost me anything! Every fall Lloyd connects with me to check if my policy is still the best fit. Although the main focus of the firm is financial management, he takes the time to call me and ensure I have what I need. He is a well trusted advisor whatever the level of your needs. Thank you Lloyd!
5 /5