Plano TX, Private Wealth Management - UBS Financial Services Inc. - Plano (TX)

Anna Kleinschmidt James and staff have been taking care of our accounts for over 37 years. We are very, very pleased with there service and professionalism.

Aida Guillory Several of our insurance policies recently came up for renewal, and I had many questions. Christina Scott went above and beyond in answering my questions, working with my mortgage company, and helping me navigate through the entire process. Also, every time I called GSM Insurors, everyone was helpful and kind. Thank you so much.

Cindylou Powell Speak to Ben Terry about all your investing needs he is very kind, understanding and speaks in a way anyone can understand I highly recommend him

MM Roofing Preston Snow and Kim Ton are awesome! Highly recommend this company. Very personal service. Outstanding!

Megan Riley Rose is the best associate they have!! Works great with her customers and makes a point to put their needs first. She works with you to make sure everything works best for you and has helped us out of a tricky situation multiple times!! Anyone would benefit to coming to see her.