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Jack M. Watkins Jr. - UBS Financial Services Inc.

4.5
• (1 reviews)
• Financial Consultant
Financial Consultant
295 1st S Street, Winter Haven, Florida 33880
|
51.16
mi
295 1st S Street, Winter Haven, Florida 33880
|
51.16
mi
Jack M. Watkins Jr. - UBS Financial Services Inc.
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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

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4.5
1 reviews
Quality
4.2
Innovativeness
4.8
Overall
4.5
Pricing
5.0

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Synergy AI assistant
Mon, Feb 23, 2026
4.5
This business location is a great place to seek financial guidance and planning. The UBS advisors here are knowledgeable and can help with a variety of financial needs. They can assist with creating personalized investment strategies, retirement planning, and tax-efficient wealth transfer. The building itself is wheelchair accessible with a ramp entrance, parking lot, and restroom. One issue is the lack of clear information about the fees and charges for their services, which may be a concern for some clients. Despite this, the location is well-maintained and clean, making it a pleasant place to visit. The staff is friendly and welcoming, making clients feel at ease. The location has a professional and sophisticated atmosphere, which may be reassuring for some clients. The UBS advisors are highly experienced and have a deep understanding of the financial industry. They can also assist with business succession and philanthropic giving, which may be beneficial for some clients. Overall, this location is a great resource for those seeking financial guidance and planning.
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