Tampa Bay
The Watkins Johnson Wealth Management Group - 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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Overall
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I recently visited the UBS advisors at Building 295, 1st St S Street in Winter Haven City, and had a great experience. The financial planners were very knowledgeable and took the time to understand my specific needs. They offered personalized investment strategies and retirement planning that seemed tailored to my situation. The staff was friendly and welcoming, making me feel comfortable during our meeting.The office itself was clean and well-maintained, with a wheelchair-accessible restroom, parking lot, and entrance, which was a plus for people with mobility issues. However, I did notice that the office lacked a waiting area, which might be a drawback for those who have to wait for appointments.The planners I met were part of The Watkins Johnson Wealth Management Group - UBS Financial Services Inc., which gave me confidence in their expertise and capabilities. Overall, I would definitely consider working with this team again in the future.
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