Winter Park, FL Branch Office - UBS Financial Services Inc. - Winter Park (FL)

AmeriKraut Ive been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and its so important to select those with the know how to navigate through todays changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since Im now currently retired. You cant go wrong. Arbor is the place to place your finances for retirement!

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.

Elaine Silver Madison is a smart and savvy financial advisor who can help you set your financial goals and keep you on track.

Richard Wright Andrew Stash is very knowledgeable, and friendly. I wouldnt trust anyone else with my money like I do with Andrew.

Jennifer Shelton Ms. Megan is top notch! She had to work a couple hours but finally was able to get the funds to pay my parents electric bill that was gonna be shut off in the AM.

Changwang Deng Great place for financial education , and fair financial service!!!