Winter Park Wealth Management - UBS Financial Services Inc. - Winter Park (FL)

Jennifer Helms I received a phone call from this company to schedule delivery but before they scheduled my delivery the girl on the phone asked me how we were going to unload the parcel from the delivery truck. I asked her why she was asking me that. They had been hired to deliver the product so it should be their responsibility to get it off the truck. After she put me on hold and had a conversation with someone there she came back on the phone and said they could deliver it and that we would not need anything to get it off the truck. We then scheduled the delivery time and again she mentioned something about having a way to get it off the truck. I again told her they were hired to get it off the truck so the expectation was that they would do just that. The delivery was set for 3pm on Tuesday. I was told someone had to be there so we took off work to be there. No one showed up. I called at 3:30 and they said it was next on the delivery and would be there in 20 minutes. At 6pm they still were not there. At that point they said 45 minutes. I then get a call at 7:11 from the company saying if you still want it delivered we can come deliver it now and be there in ten minutes or we can reschedule. I said we have taken off to get it today. We want it delivered. So at 7:30 the product that was supposed to be delivered at 3 was delivered. I would never hire this company to deliver anything.

Jb Sepeda Worked with Robert Churchill from Us Fund Source, and these guys get the job done, Professional, Respectable, and very good Customer Service. Never missed a beat during the whole process of getting funds. Very highly recommended.

Lauryn Jones Ms. Bozeman has been super helpful with guiding me throughout my financial journey! She has taught me so much already in the few sessions that we’ve had. I can’t thank Ms. Bozeman enough for her expertise and support in helping me pay off my student loan debt and improve my financial situation. If you’re looking for a financial counselor who genuinely cares about your financial well-being and knows how to guide you toward success, I highly recommend her!

Amanda Ruiz I walked in, I was immediately greeted by a friendly salesperson who asked what I was looking for. They patiently showed me different cars, explaining the features and benefits of each. They werent pushy at all, which I really appreciated.When it came time to talk numbers, they worked with me to find a deal that fit my budget. They explained everything clearly and made sure I understood all the terms. I felt like they really had my best interests at heart. The whole experience was smooth, and I drove off feeling confident and happy with my purchase.

BenGraybar Their holistic planning shows my financial picture in a way I had not seen. It enabled me to make better financial decisions.