UBS Financial Services Inc. - Philadelphia (PA)

Kaitlin Simon I have been insured with Kathleen for 19 years and I will never go anywhere else. She is extremely friendly, hard working and her office is decorated beautifully for every holiday!

Sarigna A If I could give 0 stars I would. Caitlin Pewitt the claims specialist is terrible. Has no telephone etiquette or sense of urgency when it comes to anything. She’s been terrible and has made this process much more lengthily than it should have been!!! It took me reaching out to her supervisor for her to finally return my phone call and still not be helpful one bit.

Joanne Randolph As a Realtor it is imperative that my clients are making good financial decisions. I have worked with Mike many times to educate and advise. Mike is knowledgeable, and a pleasure to work with. His services are something we all need. He will take your personal situation and tailor it specifically to you. I highly recommend Mike Hytla !

Dee Kouture Had a bit of trouble with some account information, but the staff was more than patient. Exceptional customer service, and tremendous patience.

Kathy Higham We inherited a pretty complicated estate which also involves a disabled brother who we manage all aspects of his life. The team at Evergreen has earned our trust wading through all of the ins and outs dealing with many out of State issues, tax issues and trusts. They have managed our money flawlessly, referring us to other trusted professionals for our team when needed and had fantastic communication all the way. We shudder to think of where we would be had our attorney Jim Malee not referred us to Evergreen. We feel so fortunate to be working with the professionals there, specifically Jim Dinsmore, Jesse Cornell and Lisa Lytle.

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.