UBS Financial Services Inc. - Sarasota (FL)

Adrienne Otero The staff is very friendly and helpful. I always receive the highest refund amount with JH! Highly recommend.

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!!!

Lynn Bougie Hi Lora, I am opening up my finance trackers to do my end of month invoicing and bills and it reminded me that many of the trackers and tools I have in place and use consistently now are because of your class. I always "kind of knew" what I needed to do but I did not commit the time to do it. Through your class and the homework and the tools you provided I am much more in control of my finances. I know my worth and it feels good! Thank you for putting together such a great class. I hope you are well and that ships are coming in and out regularly and that you are only swimming with the dolphins.

Heather Potts The best Amscot Ive ever been too! Everyone there is always so pleasant and helpful! The 3 main associates that always help me (CC, Kelly and Zaida) are absolutely amazing and such an asset to your company! They all deserve a raise!

Frank Holt Just recently opened an account at this branch was help by Martin. And could not have had a better experience at opening an account than what was provided by Martin. A real quality person.