Truist Financial - Miami (FL)

Shecara Jones Hanna and Jennifer had extremely great customer service today and every other time that I have had to visit the branch. They both were willing to do the extra mile.

A Z Carlos was very nice and professional! We stopped by a Saturday to get some details about our account. The manager is also great assisting everyone in need. The staff is great! Please set up Appointments!!! So that you can be assisted in the best way possible!

Kerry Hirschy Yailenys made everything so easy. Yai is a very responsive and clear communicator. I loved working with her because it wasn’t work at all. She is very reassuring and polite. Yai had our trust within minutes. Thank you very much for the great service Yai!

M M Not very available, and will not make time to advise you if you don’t have enough money for him to play with. Passed me off to a scammy online services account because I didn’t have a large enough income for him to care about me or my finances

Marc Abraham Don has been an amazing financial advisor to myself and Dorothy ever since we became part of the Retallick family. We have learned so much about planning for our retirement years and living comfortably with our investments. Highly recommended!

Victor Espinola We are beyond grateful for the outstanding service provided by Diana, Noah, and their incredible team! Their expertise and dedication in financial planning played a crucial role in helping us secure the house of our dreams. From the initial consultation to the final paperwork, they guided us with clear advice, personalized strategies, and unwavering support. Diana and Noah were always available to answer our questions and made us feel confident and informed throughout the entire process. Their collaborative approach and meticulous attention to detail ensured everything went smoothly. We highly recommend Diana, Noah, and their team to anyone seeking exceptional financial planning services. Thank you for turning our dream into reality!

Charles Taylor Its just the beginning of the day! I was met with a huge amazing smile and directions. Next we were directed to registration where again met by smiles and information. The excitement joy and outline of information was incredible! Im so excited to learn and grow and explore my options for retirement and protect my retirement and at the same time understand my true finish line. Thank you all and its gonna be a great great day!!! Now that the day is nearing the end, I have to say its been incredible! Awesome informative speakers that held my attention 100 percent! Their desire to help families in powerful and motivating. I purchased the program for 495 primarily so I could donate 3 to other families. Thank you all for this incredibly wonderful event!

John S Ive been utilizing UFS for my portfolio for over 5 years. Both Lisa and Marissa have always been there to answer my questions and provide me with sound and beneficial financial advice along with wonderful investments tailored to my specific needs which have always appreciated in value. I highly recommend them for your financial needs.