Tampa Bay
Mark Williams - UBS Financial Services Inc.
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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Quality
Innovativeness
Overall
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Located in a convenient spot in Winter Haven City, this financial planning service is easily accessible to those in need of personalized investment strategies. The UBS advisors at this location offer a wide range of services including retirement planning, tax-efficient wealth transfer, business succession, and philanthropic giving.The building's amenities include a wheelchair-accessible parking lot and entrance, making it a welcoming space for all visitors. Appointments are recommended for planning sessions, allowing clients to have a dedicated time to discuss their financial goals.The staff's knowledge and expertise in the field of finance are evident in the high rating they have received from clients. While some may find the services offered to be somewhat limited in scope, the UBS advisors are known for their commitment to helping clients achieve their long-term financial objectives.One area for improvement would be in the area of transparency regarding pricing, as some clients may find the cost of services to be unclear.The location's wheelchair-accessible features and convenient location make it an ideal choice for those in need of financial planning services. With a team of knowledgeable and experienced advisors, clients can trust that their financial needs will be taken care of. However, more information on pricing would be beneficial to potential clients.
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