Palo Alto, CA Private Wealth Management - UBS Financial Services Inc.

Jul 2023

I have been with Kate for a few years. She has been wonderful. I was given to Diana for my future appointments. Which is fine. It took her three weeks to get the paperwork I needed for a loan. I keep hearing it's in the mail. I I was then given to Emily. I called her four times with no return calls. I called Kate three times and left messages. With no response. I called the main office and left a message All it takes is a text to someone to follow up. Or how about this. A return call.

Apr 2019

I wish I could rate them ZERO "0"... One of the worst Companies I ever dealt with. To list a few... Horrible Service, Managers with BIG attitudes, Lack Professionalism, Terrible Communications, NOT Candid, Absolutely MESS... I can go on for a full page, but I think made it clear. DO NOT do business with them. I did, and I regret it.

Nov 2017

I would say these are rude shady conservative people who care only about money. they're fake superficial and disgusting. The only reason I ended up with accounts here is because of my family, and the only reason I found out that I even had accounts with them was because of somebody else not affiliated with this company. they laughed in my face when I told them that I was an error to an estate and I wanted more information about it. they did not disclose I'm missing $900,000 when I asked for it back statements they changed the subject. sure my portfolio is performing well, but I wouldn't trust him as far as I could throw and I'm looking for other options.