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Uhler and Vertich Financial Planners, Llc
- Financial Services
- Whiskey Creek, FL
About this business
Location details
1510 Royal Palm Square Blvd, Ste. 103, Whiskey Creek, FL, 33919, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Corey Vertich has been my advisor for 23 years and I have always trusted him, and the firm, to manage my accounts with the utmost professionalism and meticulous attention. Five stars is not enough to describe the level of excellence I have received from Uhler Vertich White Advisors over the years.
I have been OVERLY IMPRESSED with this office and services they offer. They are 100% for the client and their goals. They work with our attorney and CPA to guide us appropriately. The decisions always remain ours but their guidance is the key. I would highly recommend them to anyone and they will not be disappointed.
Corey and the whole team at Uhler and Vertich have served and guided our family for decades. They are competent, professional and friendly. Their investment philosophy is reasoned and conservative. Choosing them is truly the best financial decision we have ever made.
I have been a client of Uhler Vertich White Financial Advisors since 2010 and am grateful that I chose them to manage my financial assets. Tom and Corey have helped me with all aspects of my life including financial and tax planning, retirement planning, legal recommendations and planning, all my insurance plans including health and LTC insurance, and working with my CPA on tax savings. They suggested a fiduciary company so that I'm set if I need an advocate to handle my affairs if I become incapacitated. All of this from th... read more
Vertich & Uhler are a full service investment and advisory firm. They personally, Corey and Tom, are there for you and your family. I have been a client of theirs since 2014 and have never looked back. Their advice and interaction has been spot on. They have navigated myself and my family through some very interesting challenges and have always been up front, honest and dependable. They are progressive thinkers and are always looking to the future as to what is best for your situation. The team and the staff have always been... read more
Frequently asked questions about Uhler and Vertich Financial Planners, Llc
How is Uhler and Vertich Financial Planners, Llc rated?
Uhler and Vertich Financial Planners, Llc has a 4.4 star rating with 7 reviews.
When is Uhler and Vertich Financial Planners, Llc open?
Uhler and Vertich Financial Planners, Llc is closed now. It will open at 9:00 a.m.
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