Tampa Bay
Conley Thornhill, CFP®, CIMA® - UBS Financial Services Inc.
Financial Consultant
51.16
51.16
Overview
UBS advisors can help with personalized investment strategies, retirement planning, tax-efficient wealth transfer, business succession, and philanthropic giving.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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Innovativeness
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This UBS Financial Services location offers expert financial advice in a convenient setting. Located in the heart of Winter Haven City, the building is easily accessible, with a wheelchair-friendly parking lot and entrance. Once inside, visitors will find a clean restroom and a welcoming atmosphere. The advisors, led by Conley Thornhill, CFP and CIMA, are knowledgeable and skilled in creating personalized investment strategies. They can help with retirement planning, tax-efficient wealth transfer, business succession, and philanthropic giving.While the location is not particularly innovative in terms of its services, the advisors' expertise and the overall experience make up for it. One area for improvement could be the difficulty in scheduling appointments without calling ahead. However, the benefits of working with a well-established financial services company like UBS often outweigh this minor inconvenience. Overall, this location is a great resource for those seeking comprehensive financial planning and advice.
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