UBS Financial Services Inc.
730 Penniman Avenue, Plymouth, MI 48170
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Location & Phone number
730 Penniman Ave, Plymouth, MI 48170, United States
About the Business
UBS Financial Services Inc. is a leading finance institution located at 730 Penniman Avenue in Plymouth, Michigan, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, UBS Financial Services Inc. is committed to helping you succeed.
Reviews
"In March 2020, I was charged a $100 ANNUAL account fee for a Roth IRA kept at UBS. Tim Mistry acknowledged this fee and said it could not be waived. Around August 2020, I transferred the balance of the Roth IRA from UBS to another financial institution. I was charged a $95 transfer fee. Still no problem. However, as part of the August 2020 transfer, I was charged ANOTHER $100 annual account fee. I contacted Tim Mistry about this erroneous, second annual charge for 2020. Tim said that he'd "see what he could do." Ultimately I never heard anything back thereafter. I followed up with numerous emails and a voicemail that all went unanswered. It's November 2020 now, so it's clear that the strategy here is to just ignore and keep the former customer's money. Pathetic."
"I sent several emails and completed their online "contact us" forms with my phone number too to get in contact and no one EVER responded. Pretty shocking for a place with this type of reputation."
"Knowledgeable, friendly staff! Dedicated to the local community! Always takes whatever time is necessary to understand the clients needs!"
"Very professional and their service is great. They know what they are doing with all the curves and turns of the market. I am very satisfied and can sleep at night knowing my assets are in good hands."
"I have been with UBS for about 6 years now and I have had no problems with it a very professional and they know what they're talking about this guy above me I have no idea what he's talking about I've had nothing but good experiences with them they don't make me undermine me or make me feel stupid whatsoever everybody is nice and courteous and they would turn my calls all the time"
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