Private Wealth Consultants LLC - Fort Myers (FL)

Jeremy Wohlert Easy to work with and always answers questions as to what is in your best interest.

Aliyah Bradley Bobbie and Debbie are both the sweetest and most helpful people at the Cross City branch. Definitely recommend.

Baker Sarah (SHBaker Designs) Jeff and Earl and the best. Very helpful, insightful, and easy going.

Juana Portela I really dont know why the bad reviews. This branch is practically new because it was BB&T at another location. Ive been there with tellers and with officers/officials (I dont know how you call those whom are in their office) as well and the customer service has been excellent. I understand sometimes there are issues, but it is technologys fault. For example: When Zelle decides to stop working, and when the third party once was taking the money thats been deposited through the ATM outside. Yeah, that was really messed up but is not the banks fault so Im not going to give them a bad review because of Zelle and their third party.

Bobby Detter Tyler was extremely helpful throughout the whole process! Not only was he knowledgeable and thorough, but his patience and ability to convey what was needed to me was amazing. I had many questions and work a full time job, as well as watch my young children, and he worked around my schedule and made himself available multiple times to work with me. Not only was this an amazing experience in a time we needed help, but I would recommend Tyler to all of my friends/family!

Jenny Greene Kim and her team at Ancient City Accounting are wonderful!! Weve been with them for a while now and are so thankful for their services!! They go above and beyond and are very helpful with all our business needs!

Henry Gregory Everyone that I have worked with at this branch has been very respectful and pleasant to work with. Jordan was very friendly and professional I really appreciate all of her help. Great customer service.

Daniel Shipman Awesome guy and really knows his stuff when it comes to retirement.

Alex Gonzalez Sharlah has been my tax accountant since 2019 and she’s always over delivered on her services. She’s an absolute wizard with taxes and has been essential for my business. I always have peace of mind when tax season rolls through because of her. Can’t recommend enough!