United Financial Partners - Miami (FL)

Richard Noiseux EXCELLENT!!! Kristi O’Keefe was our preparer. She was very knowledgeable and proficient. She was also friendly and friendly. We have no complaints whatsoever about our experience. We’ve been customers for 20+ years and will continue to be.

Ryan Kearns Working with them has been super easy and helpful- Lam Nguyen is remarkable and really cares about his clients.

Debra Jones The best !!! Mr Ceparano knows what he’s doing, and I trust him 100%. Thank you MODERA !!!

David Voss I visited the South Orlando branch last week with questions concerning my account. I was assisted by Joann Johnson who was courteous, kind and professional. She did everything in her power to take action and followed up in a timely manner. I really appreciate the service!! I recommend this institution to anyone.

Jennifer Lechner Wonderful team of professionals that are knowledgeable, efficient, patient, personable, honest, and strategic. Anthony and Frank along with Brittany, Jeff and Jimmy will have your best interest in mind when investing and planning your hard-earned money. My husband and I left our last planner due to concerns we had; and after meeting with this team, we realized she invested our money based on her commissions and her interests. We highly recommend this financial planning group. They will make you feel like you are part of the family.

John Siegwarth Able to answer all of my financial questions, and helped me with outside investments too.

steven cohen Outstanding Experience – Highly Recommend! We had an amazing experience working with Josh to sell our home! From the very beginning, he was professional, knowledgeable, and incredibly responsive. Josh guided us through every step of the process, offering expert advice on pricing, staging, and negotiations. Thanks to his dedication and strategic marketing, our home sold quickly and for a great price! What truly set Josh apart was his personal touch and commitment to making the process as smooth as possible. He went above and beyond to ensure everything was handled efficiently, and we always felt like a priority. If you’re looking for a real estate professional who is not only skilled but also genuinely cares, we highly recommend Josh and his team. We couldn’t have asked for a better experience!

Elaine B There are many times when Cristian came to my rescue. Other than being professional and courteous, he really goes the distance for customers. One time, he came out to help me make a deposit at the ATM at the front, another time, he walked me through how to make a wire transfer. That’s why this is my favorite BOA branch!