Thomas Cleary - UBS Financial Services Inc. - Winter Park (FL)

Tracey Johnson I came into this store on Tuesday Morning, and Ronnie helped me. She Cashed my check that no one else would cash, not even Walmart. She was so sweet and nice.

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Dennis Pfeiffer I love this bank! i walked in to cash a check on my birthday and they actually sang Happy Bityhday! I left feeling happy. Inverness branch manager Mary is awesome and the staff is always upbeat and personable. Highly recommend.

Max Power Josh Jimmerson helped me refinance my house. He was there every step of the way, from submitting the proper forms to signing the final paperwork. During the middle of the refi we hit a snag on our loan rate and Josh fought to ensure that our rate was as low as possible. His response time for questions was quick, often on the first call. Thanks for everything Josh! We saved a few hundred dollars on our mortgage.

Sean Barakett Robert Bosch has been my financial advisor since 2021... I wish I had started this sooner. He helps me plan out my finances, manage my money and invest smartly! Highly recommend

Catica U Working with Darcy has tremendously helped me overall. She gave me excellent advice to bring down my total debt and also set up a savings account for investing in my future. Darcy is professional, friendly, knowledgeable, easy to talk to, and is very good at what she does. I am so happy I found a really good financial advisor. I highly recommend Darcy!!!

TDE This company enabled us to pay off our debt and have hope for the future. I always enjoy meeting and working with their agents and they have a really good customer focus, especially compared to other companies.