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June 2023 by Google user
I've only been working with UBS for a short time, and while there were more delays than I expected originally, I'm certain that was due to the somewhat unusual situation that brought me here than any problem specific to UBS. Once those initial hiccups were over, everything has been very smooth sailing since. George Menham and Emily Yell have been as gracious and as accommodating as anyone might want. My funds have been handled exactly as I have expected and done so in a very prompt and productive manner.
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June 2023 by William Thomas Ramey
I've only been working with UBS for a short time, and while there were more delays than I expected originally, I'm certain that was due to the somewhat unusual situation that brought me here than any problem specific to UBS.Once those initial hiccups were over, everything has been very smooth sailing since. George Menham and Emily Yell have been as gracious and as accommodating as anyone might want. My funds have been handled exactly as I have expected and done so in a very prompt and productive manner.
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March 2023 by Owen Maclellan
I’ve worked with UBS for 10 years, it is a great team, especially working with momma Karen!
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August 2021 by Kirby Wahl
I love working with Karen. The team gives me consistently great service!
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May 2021 by Old Pilot
I've been with UBS for over 25 years, same portfolio, same FA..until these thieving SOB's charged me $500 for a $5000 trade...that's 10%......the biggest problem is that the FA I've had for over 20 years didn't tell me that was coming.......I hope UBS goes broke
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September 2020 by Susan Jarrett
Quite possibly the rudest point of contact experience ever. Previously had an IRA managed by UBS Chattanooga and was enquiring about opening additional ones for my children. Receptionist was not only rude but could not even direct my call. Don’t even waste your time. There are plenty of other more courteous wealth management firms in Chattanooga.
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September 2020 by Ginny Robbins
They’ve managed generations of my family’s money and done an outstanding job! Love this team!