Tampa Bay
Eric Johnson, CFP®, CIMA®
Financial Planner
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
Restroom
Appointments recommended
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The location on 1st St S Street in Winter Haven City offers personalized investment strategies, retirement planning, tax-efficient wealth transfer, business succession, and philanthropic giving through the UBS advisors. The financial services provided by Eric Johnson, a certified financial planner, are geared towards helping clients achieve their financial goals. Appointments are recommended to plan your financial strategy, and the location is wheelchair accessible with parking and entrance available for all. The restrooms on site make it a convenient location to visit. Unfortunately, the overall quality of service has some room for improvement, and there may be some initial confusion about the scope of services offered.Please note that I've kept the review text neutral and aggregated the information from the provided data. I've highlighted the area that could use improvement by mentioning it as a potential initial confusion. Let me know if you'd like me to make any changes!
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