Keywords: establishment,finance,point_of_interest

UBS Financial Services Inc. - Tacoma (WA)

Address: 🏡 1145 Broadway Suite 1400, Tacoma, WA 98402
Phone : +1 (253) 272-3371
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJMXem_xxVkFQRpiPdmuoDy4Q

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    Toril Schoepfer: Scott of Slusser Financial LLC takes time to really educate his clients on managing finances and investments whether its personal, business needs, or estate planning strategies. He cares and helps protect what matters to you most! We highly recommend him because he is one of the best! Scott has the biggest heart and is a ROCKSTAR!
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    Barbara Decker: Dont invest any money or stocks at the Tacoma Merrill lynch! Bad experience with the handling of my stocks and when I changed to a different management Company they got nasty. When I filed a formal complaint, the advisor I had lied. I warned my sister when this happened and that she didnt listen. Now shes come to find out that the same advisor never listened to what she wanted. Put her in a very, very risky stock market. 88% in the freaking RED! My sister never saw that coming and found this out when she finally had a different management company look over her portfolio. Advisor at Merrill lynch was fired and stocks moved. Now my sister has to sell off those high risk stocks in order to balance out her portfolio so she has retirement money. Shell be taxed a pretty penny because that advisor didnt DO her job. My sister could have lost everything the way the stock market is going and how incompetent that advisor is. She should be held accountable.
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    c c: Customer service is okay until they secure your loan at a 29% interest rate. When you call for assistance or to make a payment they are typically very rude, especially Renee. The only thing keeping me from giving 1 star is the mini courses you can take on their website. Im grateful to have paid off my loan and will never go back to them again. Also, as others have mentioned, they want to secure your vehicle for the loan and will be super pushy and even sneaky about it. Good luck!
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    Michael Benson: Karly has been amazing. She gave me the tools needed to start saving and budgeting. I highly recommend!!!
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    Jesse Queen: Extremely knowledgeable and professional. Was incredibly patient during conversation. Would highly recommend.
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    Shane Ennis: Very impressed with this team. You can just tell they care and can be trusted. Very knowledgeable and listen well to figure out a best plan of action.
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