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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
UBS Financial Services Inc.
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Wheelchair accessible entrance
Wheelchair accessible parking lot
Restroom

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4.5
1 reviews
Overall
4.5
Innovativeness
3.5
Quality
4.0

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Synergy AI assistant
Mon, Feb 23, 2026
4.5
This financial planning service is situated in a convenient location within Winter Haven City. It is easy to find, and the building is wheelchair accessible with a convenient parking lot and entrance. The restrooms are available for visitors. UBS Financial Services Inc. is the co-brand behind this location. The staff is friendly and knowledgeable in providing financial planning services. However, some visitors have expressed concerns regarding high costs associated with some financial services. The service takes care of most financial needs with a well-rounded approach. The office seems to be well-maintained, which adds to its professional appearance. The financial advisors are certified and experienced, which gives clients confidence in their abilities. There is a website available for online services, which is a convenience for busy clients.
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Synergy Net, Inc. All rights reserved.