UBS Financial Services Inc. - Stuart (FL)

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Wendy They believe in helping anyone that walks in the door for help. They go out in the community and pass out food and household supplies . Thats really a blessing for those dont have transportation. Mrs. Hazel and staff are beautiful people in Christ Jesus. They have the Love for people.

Judi Lund I dont know where the bad reviews come from but have been doing g business here since Lake Butler location closed and they have been great from drive-thru to solving problem with a U.S. savings bond over 25 years old to recommending who I should deal with there to get a better return on my savings, to taking me outside to at. And showing me how "new" system works. I travel every summer and never have a problem with using my card wherever.

Goss Realty LLC With all the hype surrounding todays financial market Im grateful to be in exceptional hands. Michael Martin has served as my financial adviser for several years and during my most recent visit, I was again elated and reassured about my decision to remain a committed client. Michael, once more, thanks for your patience and profound knowledge. If you seek a top-notch financial adviser that is well-informed, intelligent, yet humble, I highly recommend Michael Martin.

Sandra LaFlamme EJ is a consummate professional in complete command of his products and services. He quickly and completely explains each product in which you might have an interest, and suggests others of which you might not be aware but which might benefit you. He is straightforward and prepared – as well as patient and genuinely interested in not only your situation, but the best possible outcome for you, as the client. I feel very confident that anyone I refer to EJ will have their long terms goals met and well tended by him.