Soundview Group - UBS Financial Services Inc. - Tacoma (WA)

Jeff Garlock Glenn, Kari, and the team provided a comprehensive financial analysis and developed a plan for our retirement that we can feel comfortable for which to follow. He provided the information we needed in a format that was easy to understand, and was able to answer all of our questions. This gave us the confidence to proceed with our plans to retire, knowing there was a clear path to financial stability.

Marcus Smith Its a bank

Jordan Story Cathy was incredibly helpful over the phone. Thank you!

Fred Mednick Clear, moral, thoughtful, personal, efficient. Were thrilled.

Jimmy Such a great program. They do so much

Brandon L I keep getting calls and voice mail from this company, I have asked to have my number removed several times and they acknowledge that I have no account with them or that my number is in their system yet they continue to call. They can easily transfer me to their ITs to address the issue as they can place a block on my number but wont do it. I have blocked several different numbers that all return to this company with no end in site. Its OK for them to frustrate me with the continued calls, but when the tables turn and I spam them non stop they wont talk to me and hang up, why is it OK for them to do but not me? All of the managers there are worthless and refuse to escalate the issue any further than themselves.

michael wanjohi When l filed my business taxes for the first time John educated me on the documents l needed. He also helped me set up an online business app that has made it easier for me to account for income and all business expenses in one place.