James Small Financial Group - UBS Financial Services Inc.

"Because of Jim Small's knowledge and insight, he has helped me achieve many goals and made my dreams come true. Jim has a gift. He's passionate about helping his clients. When I'm not clear about a business ksituation, I am always secure knowing Jim is there for me and for advice and direction. If I have a question or financial situation, I know Jim or one of his great team members will respond."

"Jim Small is highly experienced and knowledgeable about investments, planning, and the present and future market. Jim and his team are incredibly professional and committed to finding the best options for retirement planning and milestones. Peggy and Colin quickly address inquiries with thoughtful, constructive responses in less than a day (even if they are not in the office). I am grateful for all your work and effort to grow my investments to achieve my financial goals and dreams. I look forward to the future. Thank you for your help and time and for valuing me."

"Jim and his staff have been my financial advisor for over 20 years. He has always taken good care of us and I feel he is a special friend. I'm so glad that we found him when he was at Citibank. We have followed him since then. He is more than a financial advisor -- he and his staff also help us with personal items, including computer help and just being there for us always."

"Jim has been my financial advisor for over 25 years. He is much more than my advisor -- I consider him to be a very close friend and more like family. He has helped me not only with making sure I am financially secure, but has helped me personally when my husband passed. His assistant Peggy even came to my out of state home to help me with all the paperwork and arrangements for his funeral and my subsequent move. I can't imagine that I would be where I am without their love and support and financial assistance throughout the years."

"I have been a client of Jim Small's for 27 years. Jim Small is truly dedicated to his work and his clients needs. His level of professionalism is of the highest degree and his knowledge base in finances and investments are truly impressive. He has put together an incredible team and they are always available to help in any way possible. Jim Small and his team make sure to call you back, and will get you a resolution to any questions you may have. I have also referred my brother in law to Jim Small, and he has been using Jim and his services for over 20 years and is extremely happy. Jim Small and his team truly care about their client's welfare. I highly recommend Jim Small."