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

Jay Choose Alex every single time. One of the few that you can tell actually care about people!!

Chri555 S I have worked with Adam Taylor for many years and followed him over when he started Taylor Financial. In the way past I was with other firms big and small and really never saw account growth or appreciation of any kind. Adam has provided me consistent growth, great advice, and helped me with kids accounts along the way. I highly recommend Adam and his carefully assembled team.

Meg Butler Greg was recommended to us by a local realtor to discuss potential capital gains from the sale of a home. We found him to be very knowledgeable, direct, and easy to talk to; afterwards we decided to utilize him for our personal taxes. He was very prompt, and again explained everything to us in a way that was easy to understand. We highly recommend him for your business and/or personal accounting needs.

Apolo Starr My tax prepairer was professional and friendly. A winning combination. I was there approximately one hour. My taxes were completed and filed on line before I left. Good job guys.

Travis Adams John Ming did an amazing job getting me into my new Ram pickup. He listened to me when I told what I needed, why I needed it and found a way to meet the payments I required without having a loan as long as a mortgage! I would strongly recommend John to anyone looking to buy a new or used Ram, Jeep or Dodge. Also, Andrew in the finance department was amazing! He did not try and push me into everything I didn’t need. He listened and helped me make the right decision based on my needs. I would ABSOLUTELY buy another vehicle here!

barbara simmons All the staff in Lake Butler is really friendly, they really try to do what they can to fix any issues you have.