Ubs Financial Services

I recently moved my financial life to the Kenefick team at UBS in Wayzata, and wow, not all financial planners are created equal. I came from Northwestern Mutual where I had to be proactive about my financial circumstances, was prodded to provide referrals, and in general felt quality of service and organization was lacking along with failure to follow through in what they promised to provide.
UBS has far exceeded my expectations. They have been proactive about following up with me, addressing my concerns, delivering what was promised immediately, inviting me to a thank-​you-​for-​your-​business-​event, team involvement to cover every aspect of my «plan», stopping by my office to pick documents up, assisting with transfers and filings. It has been so easy. I feel like a multi million dollar client and well taken care of by experts… now let’s just hope they can make me multi millions!